Twin Peaks Wealth Advisors, LLC Wisdomtree U.S. Midcap Fund Transaction History

Twin Peaks Wealth Advisors, LLC

  • $309 Billion
  • Q2 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 89 shares of EZM stock, worth $5,914. This represents 0.0% of its overall portfolio holdings.

Number of Shares
89
Holding current value
$5,914
% of portfolio
0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$51.81 - $61.79 $4,611 - $5,499
89 New
89 $5.73 Million

Others Institutions Holding EZM

# of Institutions
163
Shares Held
7.58M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. MIDCAP FUND

EZM Quotes by TradingView
  • Ticker EZM
  • Sector ETFs
  • Industry ETFs
More about EZM
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.

Choose your preferred platform and Sign Up 👇 Telegram Email