Twin Peaks Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $220 Billion
- Q1 2025
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 24,483 shares of EFG stock, worth $2.53 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
24,483
Previous 41,406
40.87%
Holding current value
$2.53 Million
Previous $4.01 Billion
39.45%
% of portfolio
1.11%
Previous 1.69%
Shares
6 transactions
Others Institutions Holding EFG
# of Institutions
1,078Shares Held
151MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.16 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$946 Million0.37% of portfolio
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Jpmorgan Chase & CO New York, NY7.28MShares$752 Million0.06% of portfolio
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Jones Financial Companies Lllp6.74MShares$696 Million0.62% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$560 Million5.34% of portfolio