Twin Peaks Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $180 Billion
- Q1 2024
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 15,313 shares of EFG stock, worth $1.59 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
15,313
Previous 11,313
35.36%
Holding current value
$1.59 Million
Previous $1.1 Billion
45.06%
% of portfolio
0.88%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding EFG
# of Institutions
899Shares Held
107MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.75 Billion0.67% of portfolio
-
Jones Financial Companies Lllp7.61MShares$790 Million1.08% of portfolio
-
Jpmorgan Chase & CO New York, NY4.85MShares$504 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$458 Million0.25% of portfolio
-
Morgan Stanley New York, NY3.77MShares$391 Million0.03% of portfolio