A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 63,706 shares of EFV stock, worth $3.43 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
63,706
Previous 23,009 176.87%
Holding current value
$3.43 Million
Previous $1.22 Billion 200.3%
% of portfolio
1.69%
Previous 0.61%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$51.72 - $57.96 $2.1 Million - $2.36 Million
40,697 Added 176.87%
63,706 $3.67 Billion
Q2 2024

Jul 31, 2024

SELL
$52.34 - $56.41 $374,335 - $403,444
-7,152 Reduced 23.71%
23,009 $1.22 Billion
Q1 2024

Apr 23, 2024

SELL
$50.46 - $54.5 $132,507 - $143,117
-2,626 Reduced 8.01%
30,161 $1.64 Billion
Q4 2023

Jan 17, 2024

BUY
$46.57 - $52.25 $1.53 Million - $1.71 Million
32,787 New
32,787 $1.71 Billion

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
Track This Portfolio

Track Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.