A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 31,052 shares of EFG stock, worth $3.13 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
31,052
Previous 27,299 13.75%
Holding current value
$3.13 Million
Previous $2.79 Billion 19.69%
% of portfolio
1.54%
Previous 1.39%

Shares

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

Oct 25, 2024

BUY
$96.84 - $108.77 $363,440 - $408,213
3,753 Added 13.75%
31,052 $3.34 Billion
Q2 2024

Jul 31, 2024

BUY
$97.17 - $106.25 $1.16 Million - $1.27 Million
11,986 Added 78.27%
27,299 $2.79 Billion
Q1 2024

Apr 23, 2024

BUY
$93.77 - $104.85 $375,080 - $419,400
4,000 Added 35.36%
15,313 $1.59 Billion
Q4 2023

Jan 17, 2024

BUY
$82.53 - $96.98 $933,661 - $1.1 Million
11,313 New
11,313 $1.1 Billion

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
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.