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

Twin Peaks Wealth Advisors, LLC

  • $237 Billion
  • Q4 2024
Number of Shares
26,618
Previous 11,375 134.0%
Holding current value
$657 Million
Previous $293 Million 123.83%
% of portfolio
0.28%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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