Twin Peaks Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 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 31,052 shares of EFG stock, worth $3.07 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
31,052
Previous 27,299
13.75%
Holding current value
$3.07 Million
Previous $2.79 Billion
19.69%
% of portfolio
1.54%
Previous 1.39%
Shares
4 transactions
Others Institutions Holding EFG
# of Institutions
981Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.49 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$761 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$621 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$586 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$536 Million5.34% of portfolio