Twin Peaks Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History
Twin Peaks Wealth Advisors, LLC
- $237 Billion
- Q4 2024
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 18,841 shares of XSOE stock, worth $589,911. This represents 0.24% of its overall portfolio holdings.
Number of Shares
18,841
Previous 21,257
11.37%
Holding current value
$589,911
Previous $702 Million
18.21%
% of portfolio
0.24%
Previous 0.32%
Shares
5 transactions
Others Institutions Holding XSOE
# of Institutions
252Shares Held
35.1MCall Options Held
1.8KPut Options Held
0-
Morgan Stanley New York, NY3.53MShares$110 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.98MShares$62.1 Million0.01% of portfolio
-
Clal Insurance Enterprises Holdings LTD Tel Aviv, L31.81MShares$56.7 Million0.5% of portfolio
-
Valmark Advisers, Inc.1.64MShares$51.5 Million0.79% of portfolio
-
Ubs Group Ag1.54MShares$48.2 Million0.01% of portfolio