Twin Peaks Wealth Advisors, LLC First Trust Us Equity Opportun Transaction History

Twin Peaks Wealth Advisors, LLC

  • $237 Billion
  • Q4 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 40,092 shares of FPX stock, worth $4.49 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
40,092
Previous 42,029 4.61%
Holding current value
$4.49 Million
Previous $4.63 Billion 3.46%
% of portfolio
2.02%
Previous 2.14%

Shares

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

Feb 04, 2025
SELL
$109.38 - $131.9 $211,869 - $255,490
-1,937 Reduced 4.61%
40,092 $4.79 Billion
Q3 2024

Oct 25, 2024
SELL
$92.33 - $110.55 $116,705 - $139,735
-1,264 Reduced 2.92%
42,029 $4.63 Billion
Q2 2024

Jul 31, 2024
SELL
$95.7 - $105.15 $87,469 - $96,107
-914 Reduced 2.07%
43,293 $4.3 Billion
Q1 2024

Apr 23, 2024
SELL
$90.56 - $106.61 $246,142 - $289,765
-2,718 Reduced 5.79%
44,207 $4.68 Billion
Q4 2023

Jan 17, 2024
BUY
$76.32 - $97.15 $3.58 Million - $4.56 Million
46,925 New
46,925 $4.5 Billion

Others Institutions Holding FPX

# of Institutions
201
Shares Held
3.26M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST US EQUITY OPPORTUN

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