Twin Peaks Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 18,927 shares of FVD stock, worth $869,506. This represents 0.4% of its overall portfolio holdings.

Number of Shares
18,927
Previous 16,979 11.47%
Holding current value
$869,506
Previous $692 Million 24.45%
% of portfolio
0.4%
Previous 0.35%

Shares

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

Oct 25, 2024
BUY
$40.45 - $45.49 $78,796 - $88,614
1,948 Added 11.47%
18,927 $861 Million
Q1 2024

Apr 23, 2024
SELL
$39.94 - $42.23 $25,242 - $26,689
-632 Reduced 3.59%
16,979 $717 Million
Q4 2023

Jan 17, 2024
BUY
$36.09 - $40.63 $635,580 - $715,534
17,611 New
17,611 $714 Million

Others Institutions Holding FVD

# of Institutions
584
Shares Held
139M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR VALUE LINE DIVID INDE

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