Twin Peaks Wealth Advisors, LLC Msci Eafe Growth 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 Growth ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 41,406 shares of EFG stock, worth $4.33 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
41,406
Previous 31,052
33.34%
Holding current value
$4.33 Million
Previous $3.34 Billion
19.94%
% of portfolio
1.69%
Previous 1.54%
Shares
5 transactions
Others Institutions Holding EFG
# of Institutions
1,058Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.2 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$958 Million0.37% of portfolio
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Jpmorgan Chase & CO New York, NY7.28MShares$762 Million0.06% of portfolio
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Jones Financial Companies Lllp6.74MShares$705 Million0.62% of portfolio
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Axiom Advisory, LLC San Diego, CA5.42MShares$568 Million5.34% of portfolio