Peak Retirement Planning, Inc. Ishares Core S&P U.S. Value Et Transaction History
Peak Retirement Planning, Inc.
- $148 Billion
- Q4 2024
A detailed history of Peak Retirement Planning, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 3,430 shares of IUSV stock, worth $330,171. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,430Holding current value
$330,171% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
800Shares Held
179MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC72.2MShares$6.95 Billion0.55% of portfolio
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Lpl Financial LLC Fort Mill, SC14.4MShares$1.39 Billion0.54% of portfolio
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Morgan Stanley New York, NY9.18MShares$884 Million0.06% of portfolio
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Envestnet Asset Management Inc5.25MShares$506 Million0.15% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.86MShares$467 Million5.53% of portfolio