Twin Peaks Wealth Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 252,130 shares of FIXD stock, worth $10.9 Million. This represents 5.26% of its overall portfolio holdings.

Number of Shares
252,130
Previous 246,143 2.43%
Holding current value
$10.9 Million
Previous $10.6 Billion 7.64%
% of portfolio
5.26%
Previous 5.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$42.87 - $45.76 $256,662 - $273,965
5,987 Added 2.43%
252,130 $11.4 Billion
Q2 2024

Jul 31, 2024
SELL
$42.01 - $43.6 $391,617 - $406,439
-9,322 Reduced 3.65%
246,143 $10.6 Billion
Q1 2024

Apr 23, 2024
BUY
$43.25 - $44.65 $2.76 Million - $2.85 Million
63,791 Added 33.28%
255,465 $11.1 Billion
Q4 2023

Jan 17, 2024
BUY
$40.92 - $44.8 $7.84 Million - $8.59 Million
191,674 New
191,674 $8.55 Billion

Others Institutions Holding FIXD

# of Institutions
352
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII TCW OPPORTUN

FIXD Quotes by TradingView
  • Ticker FIXD
  • Sector ETFs
  • Industry ETFs
More about FIXD
Track This Portfolio

Track Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email