Peak Financial Advisors LLC TCW ETF TRUST Transaction History

Peak Financial Advisors LLC

  • $151 Million
  • Q2 2025
Number of Shares
547,259
Previous 148,996 267.3%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
BUY
N/A
398,263 Added 267.3%
547,259 $0
Q1 2025

Apr 10, 2025
BUY
N/A
148,996 New
148,996 $0
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