Twin Peaks Wealth Advisors, LLC First Trust Us Equity Opportun Transaction History

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 42,029 shares of FPX stock, worth $4.7 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
42,029
Previous 43,293 2.92%
Holding current value
$4.7 Million
Previous $4.3 Billion 7.69%
% of portfolio
2.14%
Previous 2.15%

Shares

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

Oct 25, 2024
SELL
$92.33 - $110.55 $116,705 - $139,735
-1,264 Reduced 2.92%
42,029 $4.63 Billion
Q2 2024

Jul 31, 2024
SELL
$95.7 - $105.15 $87,469 - $96,107
-914 Reduced 2.07%
43,293 $4.3 Billion
Q1 2024

Apr 23, 2024
SELL
$90.56 - $106.61 $246,142 - $289,765
-2,718 Reduced 5.79%
44,207 $4.68 Billion
Q4 2023

Jan 17, 2024
BUY
$76.32 - $97.15 $3.58 Million - $4.56 Million
46,925 New
46,925 $4.5 Billion

Others Institutions Holding FPX

# of Institutions
172
Shares Held
3.22M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST US EQUITY OPPORTUN

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