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 $3.5 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
63,706
Previous 23,009
176.87%
Holding current value
$3.5 Million
Previous $1.22 Billion
200.3%
% of portfolio
1.69%
Previous 0.61%
Shares
4 transactions
Others Institutions Holding EFV
# of Institutions
976Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.38 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$785 Million0.88% of portfolio
-
Us Bancorp \De\12.3MShares$676 Million0.92% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.86MShares$541 Million2.03% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$502 Million0.04% of portfolio