Twin Peaks Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Twin Peaks Wealth Advisors, LLC

$220 Billion
Q1 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 12,217 shares of XSOE stock, worth $369,319. This represents 0.17% of its overall portfolio holdings.

Number of Shares

12,217

Previous 18,841 35.16%

Holding current value

$369,319

Previous $574 Million 36.35%

% of portfolio

0.17%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$29.72 - $31.94 $196,865 - $211,570	-6,624 Reduced 35.16%	12,217 $366 Million
Q4 2024 Feb 04, 2025	SELL	$30.48 - $34.2 $73,639 - $82,627	-2,416 Reduced 11.37%	18,841 $574 Million
Q3 2024 Oct 25, 2024	SELL	$29.23 - $33.51 $13,825 - $15,850	-473 Reduced 2.18%	21,257 $702 Million
Q2 2024 Jul 31, 2024	SELL	$28.28 - $31.13 $10,378 - $11,424	-367 Reduced 1.66%	21,730 $666 Million
Q1 2024 Apr 23, 2024	SELL	$27.04 - $29.77 $59,379 - $65,374	-2,196 Reduced 9.04%	22,097 $651 Million
Q4 2023 Jan 17, 2024	BUY	$25.6 - $28.88 $621,900 - $701,581	24,293 New	24,293 $702 Million

Others Institutions Holding XSOE

# of Institutions

251

Shares Held

34.8M

Call Options Held

1.8K

Put Options Held

View Full List

About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
Sector ETFs
Industry ETFs

More about XSOE

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Twin Peaks Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History