Twin Peaks Wealth Advisors, LLC Msci Eafe Value ETF Transaction History

Twin Peaks Wealth Advisors, LLC

$237 Billion
Q4 2024

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 77,557 shares of EFV stock, worth $4.61 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

77,557

Previous 63,706 21.74%

Holding current value

$4.61 Million

Previous $3.67 Billion 11.03%

% of portfolio

1.72%

Previous 1.69%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$51.78 - $57.15 $717,204 - $791,584	13,851 Added 21.74%	77,557 $4.07 Billion
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

# of Institutions

1,095

Shares Held

324M

Call Options Held

Put Options Held

View Full List

About MSCI EAFE VALUE ETF

Ticker EFV
Sector ETFs
Industry ETFs

More about EFV

Track This Portfolio

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.

Account

Twin Peaks Wealth Advisors, LLC Msci Eafe Value ETF Transaction History