Twin Peaks Wealth Advisors, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History
Twin Peaks Wealth Advisors, LLC
- $217 Billion
- Q3 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 21,257 shares of XSOE stock, worth $683,837. This represents 0.32% of its overall portfolio holdings.
Number of Shares
21,257
Previous 21,730
2.18%
Holding current value
$683,837
Previous $666 Million
5.49%
% of portfolio
0.32%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding XSOE
# of Institutions
241Shares Held
38.4MCall Options Held
0Put Options Held
0-
Harel Insurance Investments & Financial Services Ltd.3.8MShares$122 Million2.16% of portfolio
-
Morgan Stanley New York, NY3.48MShares$112 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.04MShares$65.5 Million0.01% of portfolio
-
Clal Insurance Enterprises Holdings LTD Tel Aviv, L31.81MShares$58.2 Million0.58% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.63MShares$52.3 Million0.64% of portfolio