Twin Peaks Wealth Advisors, LLC FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF Transaction History

Twin Peaks Wealth Advisors, LLC

  • $293 Billion
  • Q3 2025
Number of Shares
53,992
Previous 50,086 7.8%
Holding current value
$1.15 Billion
Previous $1.05 Billion 8.67%
% of portfolio
0.39%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
N/A
3,906 Added 7.8%
53,992 $1.15 Billion
Q2 2025

Aug 13, 2025
SELL
N/A
-934 Reduced 1.83%
50,086 $1.05 Billion
Q1 2025

Apr 16, 2025
BUY
N/A
812 Added 1.62%
51,020 $1.04 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
37,626 Added 299.05%
50,208 $1.03 Billion
Q3 2024

Oct 25, 2024
BUY
N/A
1,491 Added 13.44%
12,582 $269 Million
Q2 2024

Jul 31, 2024
BUY
N/A
11,091 New
11,091 $227 Million
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