Twin Peaks Wealth Advisors, LLC First Tr Pfd Secs & Income ETF Transaction History

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 325,984 shares of FPE stock, worth $5.76 Million. This represents 2.72% of its overall portfolio holdings.

Number of Shares
325,984
Previous 316,961 2.85%
Holding current value
$5.76 Million
Previous $5.5 Billion 7.23%
% of portfolio
2.72%
Previous 2.75%

Shares

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

Oct 25, 2024
BUY
$17.35 - $18.22 $156,549 - $164,399
9,023 Added 2.85%
325,984 $5.9 Billion
Q2 2024

Jul 31, 2024
BUY
$16.96 - $17.44 $494,502 - $508,498
29,157 Added 10.13%
316,961 $5.5 Billion
Q1 2024

Apr 23, 2024
BUY
$16.74 - $17.43 $102,984 - $107,229
6,152 Added 2.18%
287,804 $4.98 Billion
Q4 2023

Jan 17, 2024
BUY
$15.46 - $16.92 $4.35 Million - $4.77 Million
281,652 New
281,652 $4.75 Billion

Others Institutions Holding FPE

# of Institutions
440
Shares Held
195M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR PFD SECS & INCOME ETF

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