Twin Peaks Wealth Advisors, LLC FIXD Holdings History
Twin Peaks Wealth Advisors, LLC's First Trust Smith Opportunistic Fixed Income ETF Holding Summary
As of 2025-03-31, Twin Peaks Wealth Advisors, LLC held 209,560.00 shares of First Trust Smith Opportunistic Fixed Income ETF(FIXD), totaling $9.07 Mil. This investment constitutes 4.14% of their stock portfolio, and Twin Peaks Wealth Advisors, LLC now holds 0.24% of the outstanding First Trust Smith Opportunistic Fixed Income ETF(FIXD) stock.
The initial trade took place in 2023Q4. And since then Twin Peaks Wealth Advisors, LLC has made 2 purchases of FIXD, at an average price of $42.94, for a total of 261,452.00 shares. In addition, there have been 3 sales at an average price of $43.39 for 51,892.00 shares. Based on historical transaction data and FIXD's current price of $43.53, Twin Peaks Wealth Advisors, LLC's estimated gain on his FIXD holdings is $147,427.26, reflecting a 1.31% gain to date.
Twin Peaks Wealth Advisors, LLC FIXD ($43.53) Holding Chart
Twin Peaks Wealth Advisors, LLC FIXD ($43.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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