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Federated Hermes Etf Trust shares owned by Twin Peaks Wealth Advisors

Quarter-by-quarter ownership of Federated Hermes Etf Trust (FTRB) shares owned by Twin Peaks Wealth Advisors from 13F filings

Historical chart of Twin Peaks Wealth Advisors investment in Federated Hermes Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Federated Hermes Etf Trust held by Twin Peaks Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Federated Hermes Etf Trust by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $294k 11k 25.80
2024-06-30 $267k 11k 24.78

More positions owned by Twin Peaks Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Meta Platforms Cl A (META)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Twin Peaks Wealth Advisors

Top funds holding Federated Hermes Etf Trust

Hills Bank And Trust Company
Integrated Wealth Concepts
Advisor Group Holdings
Cetera Investment Advisers
Schneider Downs Wealth Management Advisors
Cambridge Investment Research Advisors
Platform Technology Partners
Custom Index Systems
Jane Street
Stifel Financial
RMR Wealth Builders
Beaumont Financial Advisors
River Street Advisors
Aurora Private Wealth
Waldron

View all funds holding Federated Hermes Etf Trust