A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Exchange Trded Fd Vi stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 18,652 shares of FID stock, worth $302,721. This represents 0.15% of its overall portfolio holdings.

Number of Shares
18,652
Previous 15,503 20.31%
Holding current value
$302,721
Previous $244 Million 34.39%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Oct 25, 2024

BUY
$15.76 - $17.74 $49,628 - $55,863
3,149 Added 20.31%
18,652 $328 Million
Q2 2024

Jul 31, 2024

BUY
$15.24 - $16.6 $23,667 - $25,779
1,553 Added 11.13%
15,503 $244 Million
Q1 2024

Apr 23, 2024

BUY
$15.16 - $16.09 $35,368 - $37,537
2,333 Added 20.08%
13,950 $223 Million
Q4 2023

Jan 17, 2024

BUY
$14.07 - $16.12 $163,451 - $187,266
11,617 New
11,617 $187 Million

Others Institutions Holding FID

About FIRST TR EXCHANGE-TRDED FD VI


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