Peak Financial Advisors LLC Vaneck ETF Tr Rare Earth/Strat Transaction History

Peak Financial Advisors LLC

$159 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 12, 2023	SELL	$75.0 - $98.89 $336,525 - $443,719	-4,487 Reduced 19.99%	17,963 $1.37 Billion
Q3 2022 Oct 26, 2022	SELL	$78.06 - $105.68 $49,099 - $66,472	-629 Reduced 2.73%	22,450 $1.87 Million
Q2 2022 Jul 14, 2022	SELL	$82.75 - $127.41 $8,688 - $13,378	-105 Reduced 0.45%	23,079 $2 Million
Q1 2022 Apr 22, 2022	BUY	$97.11 - $118.28 $168,388 - $205,097	1,734 Added 8.08%	23,184 $2.74 Million
Q4 2021 Jan 19, 2022	BUY	$98.31 - $124.63 $71,176 - $90,232	724 Added 3.49%	21,450 $2.41 Million
Q3 2021 Oct 12, 2021	SELL	$83.83 - $120.59 $69,662 - $100,210	-831 Reduced 3.85%	20,726 $2.14 Million
Q2 2021 Jul 26, 2021	SELL	$75.5 - $88.15 $247,489 - $288,955	-3,278 Reduced 13.2%	21,557 $1.83 Million
Q1 2021 May 11, 2021	BUY	$68.12 - $93.33 $49,931 - $68,410	733 Added 3.04%	24,835 $1.86 Million
Q4 2020 Feb 02, 2021	BUY	$37.5 - $65.82 $903,825 - $1.59 Million	24,102 New	24,102 $1.59 Million

Others Institutions Holding REMX

# of Institutions

103

Shares Held

1.21M

Call Options Held

29.1K

Put Options Held

27K

Lpl Financial LLC Fort Mill, SC

145K
Shares

$6.09 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

127K
Shares

$5.31 Million
0.0% of portfolio
Israel Englander Millennium Management LLC | New York, Ny

121K
Shares

$5.07 Million
0.0% of portfolio
Morgan Stanley New York, NY

115K
Shares

$4.81 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

90K
Shares

$3.77 Million
0.0% of portfolio

About VANECK ETF TR RARE EARTH/STRAT

Ticker REMX
Sector ETFs
Industry ETFs

More about REMX

Track This Portfolio

Portfolio Update

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

News

Stay updated on Peak Financial Advisors LLC with notifications on news.