Twin Peaks Wealth Advisors, LLC FTSM Holdings History
Twin Peaks Wealth Advisors, LLC's First Trust Enhanced Short Maturity ETF Holding Summary
As of 2025-03-31, Twin Peaks Wealth Advisors, LLC held 109,984.00 shares of First Trust Enhanced Short Maturity ETF(FTSM), totaling $6.58 Mil. This investment constitutes 3.01% of their stock portfolio, and Twin Peaks Wealth Advisors, LLC now holds 0.1% of the outstanding First Trust Enhanced Short Maturity ETF(FTSM) stock.
The initial trade took place in 2023Q4. And since then Twin Peaks Wealth Advisors, LLC has made 2 purchases of FTSM, at an average price of $59.64, for a total of 141,233.00 shares. In addition, there have been 3 sales at an average price of $59.78 for 31,249.00 shares. Based on historical transaction data and FTSM's current price of $59.98, Twin Peaks Wealth Advisors, LLC's estimated gain on his FTSM holdings is $41,899.98, reflecting a 0.50% gain to date.
Twin Peaks Wealth Advisors, LLC FTSM ($59.98) Holding Chart
Twin Peaks Wealth Advisors, LLC FTSM ($59.98) 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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