Peak Financial Advisors LLC Simplify Exchange Traded Fds S Transaction History

Peak Financial Advisors LLC

$159 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	SELL	$22.99 - $28.19 $1,747 - $2,142	-76 Reduced 0.68%	11,068 $272,000
Q1 2022 Apr 22, 2022	BUY	$24.41 - $27.73 $272,025 - $309,023	11,144 New	11,144 $302,000

Others Institutions Holding PINK

# of Institutions

64

Shares Held

3.7M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

705K
Shares

$21.6 Million
0.01% of portfolio
Gladstone Institutional Advisory LLC Boca Raton, FL

650K
Shares

$19.9 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

403K
Shares

$12.3 Million
0.03% of portfolio
Diversify Advisory Services, LLC Sandy, UT

300K
Shares

$9.17 Million
0.52% of portfolio
Fortis Group Advisors, LLC Westwood, NJ

222K
Shares

$6.79 Million
1.35% of portfolio

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