A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 217,374 shares of UCON stock, worth $5.33 Million. This represents 2.97% of its overall portfolio holdings.

Number of Shares
217,374
Previous 211,241 2.9%
Holding current value
$5.33 Million
Previous $5.23 Billion 2.32%
% of portfolio
2.97%
Previous 3.34%

Shares

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

Apr 23, 2024

BUY
$24.41 - $24.85 $149,706 - $152,405
6,133 Added 2.9%
217,374 $5.35 Billion
Q4 2023

Jan 17, 2024

BUY
$23.51 - $24.79 $4.97 Million - $5.24 Million
211,241 New
211,241 $5.23 Billion

Others Institutions Holding UCON

About FIRST TR ETF VIII TCW UNCONSTR


  • Ticker UCON
  • Sector ETFs
  • Industry ETFs
More about UCON
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.