Twin Peaks Wealth Advisors, LLC Msci Eafe Value 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 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
Others Institutions Holding EFV
# of Institutions
1,020Shares Held
295MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.91 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$789 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$713 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$688 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$664 Million0.92% of portfolio