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 $4.44 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares
77,557
Previous 63,706 21.74%
Holding current value
$4.44 Million
Previous $3.67 Billion 11.03%
% of portfolio
1.72%
Previous 1.69%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,087
Shares Held
324M
Call Options Held
0
Put Options Held
0
View Full List

About MSCI EAFE VALUE ETF

EFV Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email