Twin Peaks Wealth Advisors, LLC EFG Holdings History
Twin Peaks Wealth Advisors, LLC's iShares MSCI EAFE Growth ETF Holding Summary
As of 2025-03-31, Twin Peaks Wealth Advisors, LLC held 24,483.00 shares of iShares MSCI EAFE Growth ETF(EFG), totaling $2.43 Mil. This investment constitutes 1.11% of their stock portfolio, and Twin Peaks Wealth Advisors, LLC now holds 0.02% of the outstanding iShares MSCI EAFE Growth ETF(EFG) stock.
The initial trade took place in 2023Q4. And since then Twin Peaks Wealth Advisors, LLC has made 4 purchases of EFG, at an average price of $98.49, for a total of 41,406.00 shares. In addition, there have been 1 sales at an average price of $101.94 for 16,923.00 shares. Based on historical transaction data and EFG's current price of $110.01, Twin Peaks Wealth Advisors, LLC's estimated gain on his EFG holdings is $340,619.69, reflecting a 8.35% gain to date.
Twin Peaks Wealth Advisors, LLC EFG ($110.01) Holding Chart
Twin Peaks Wealth Advisors, LLC EFG ($110.01) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
