Twin Peaks Wealth Advisors, LLC First Tr Fd Dow Jones Transaction History

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 17,202 shares of FDN stock, worth $3.77 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
17,202
Previous 17,657 2.58%
Holding current value
$3.77 Million
Previous $3.62 Billion 0.7%
% of portfolio
1.68%
Previous 1.81%

Shares

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

Oct 25, 2024
SELL
$183.68 - $212.48 $83,574 - $96,678
-455 Reduced 2.58%
17,202 $3.64 Billion
Q2 2024

Jul 31, 2024
SELL
$192.91 - $207.84 $29,322 - $31,591
-152 Reduced 0.85%
17,657 $3.62 Billion
Q1 2024

Apr 23, 2024
SELL
$179.04 - $206.29 $77,524 - $89,323
-433 Reduced 2.37%
17,809 $3.65 Billion
Q4 2023

Jan 17, 2024
BUY
$147.79 - $188.39 $2.7 Million - $3.44 Million
18,242 New
18,242 $3.4 Billion

Others Institutions Holding FDN

# of Institutions
540
Shares Held
16.7M
Call Options Held
96.2K
Put Options Held
26.7K
View Full List

About FIRST TR FD DOW JONES

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