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

Twin Peaks Wealth Advisors, LLC

$217 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding XSOE

# of Institutions

241

Shares Held

38.4M

Call Options Held

0

Put Options Held

0

Harel Insurance Investments & Financial Services Ltd.

3.8M
Shares

$122 Million
2.16% of portfolio
Morgan Stanley New York, NY

3.48M
Shares

$112 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.04M
Shares

$65.5 Million
0.01% of portfolio
Clal Insurance Enterprises Holdings LTD Tel Aviv, L3

1.81M
Shares

$58.2 Million
0.58% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

1.63M
Shares

$52.3 Million
0.64% of portfolio

About WISDOMTREE TR EMERGING MKTS EX

Ticker XSOE
Sector ETFs
Industry ETFs

More about XSOE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.