Twin Peaks Wealth Advisors, LLC First Tr S&P Reit Index Fd Transaction History

Twin Peaks Wealth Advisors, LLC

  • $200 Billion
  • Q2 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr S&P Reit Index Fd stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 10,970 shares of FRI stock, worth $318,678. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,970
Previous 9,570 14.63%
Holding current value
$318,678
Previous $249 Million 13.21%
% of portfolio
0.14%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$23.82 - $25.88 $33,348 - $36,232
1,400 Added 14.63%
10,970 $282 Million
Q1 2024

Apr 23, 2024
SELL
$24.8 - $26.5 $7,440 - $7,950
-300 Reduced 3.04%
9,570 $249 Million
Q4 2023

Jan 17, 2024
BUY
$21.37 - $26.67 $210,921 - $263,232
9,870 New
9,870 $259 Million

Others Institutions Holding FRI

# of Institutions
61
Shares Held
2.94M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR S&P REIT INDEX FD

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