Twin Peaks Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

Twin Peaks Wealth Advisors, LLC

  • $237 Billion
  • Q4 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 8,967 shares of FDL stock, worth $374,999. This represents 0.15% of its overall portfolio holdings.

Number of Shares
8,967
Previous 7,907 13.41%
Holding current value
$374,999
Previous $332 Million 8.82%
% of portfolio
0.15%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$39.59 - $43.95 $41,965 - $46,587
1,060 Added 13.41%
8,967 $361 Million
Q3 2024

Oct 25, 2024
BUY
$37.66 - $42.06 $29,713 - $33,185
789 Added 11.08%
7,907 $332 Million
Q2 2024

Jul 31, 2024
BUY
$36.38 - $39.01 $4,984 - $5,344
137 Added 1.96%
7,118 $270 Million
Q1 2024

Apr 23, 2024
BUY
$35.29 - $38.48 $246,359 - $268,628
6,981 New
6,981 $269 Million

Others Institutions Holding FDL

# of Institutions
413
Shares Held
63.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MORNINGSTAR DIVIDEND

FDL Quotes by TradingView
  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
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