Twin Peaks Wealth Advisors, LLC FEDERATED HERMES TOTAL RETURN BOND ETF Transaction History

Twin Peaks Wealth Advisors, LLC

  • $309 Billion
  • Q2 2025
Number of Shares
23,943
Previous 25,581 6.4%
Holding current value
$603 Million
Previous $634 Million 4.93%
% of portfolio
0.2%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-1,638 Reduced 6.4%
23,943 $603 Million
Q1 2025

Apr 16, 2025
SELL
N/A
-1,037 Reduced 3.9%
25,581 $634 Million
Q4 2024

Feb 04, 2025
BUY
N/A
15,243 Added 134.0%
26,618 $657 Million
Q3 2024

Oct 25, 2024
BUY
N/A
609 Added 5.66%
11,375 $293 Million
Q2 2024

Jul 31, 2024
BUY
N/A
10,766 New
10,766 $267 Million
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