Twin Peaks Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Twin Peaks Wealth Advisors, LLC

  • $180 Billion
  • Q1 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 287,804 shares of FPE stock, worth $5.01 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares
287,804
Previous 281,652 2.18%
Holding current value
$5.01 Million
Previous $4.75 Billion 4.97%
% of portfolio
2.77%
Previous 3.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$16.74 - $17.43 $102,984 - $107,229
6,152 Added 2.18%
287,804 $4.98 Billion
Q4 2023

Jan 17, 2024
BUY
$15.46 - $16.92 $4.35 Million - $4.77 Million
281,652 New
281,652 $4.75 Billion

Others Institutions Holding FPE

# of Institutions
426
Shares Held
187M
Call Options Held
2K
Put Options Held
20.1K
View Full List

About FIRST TR PFD SECS & INCOME ETF

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