Peak Financial Management, Inc. Ishares Msci Global Min Vol Fa Transaction History
Peak Financial Management, Inc.
- $338 Million
- Q2 2025
Shares
5 transactions
Others Institutions Holding ACWV
# of Institutions
369Shares Held
20.4MCall Options Held
4.8KPut Options Held
2.6K-
Sei Investments CO Oaks, PA2.56MShares$302 Million0.4% of portfolio
-
Aspiriant, LLC2.42MShares$286 Million9.22% of portfolio
-
Rgt Wealth Advisors, LLC1.98MShares$234 Million27.92% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.88MShares$223 Million0.22% of portfolio
-
Black Rock Inc. New York, NY1.72MShares$204 Million0.0% of portfolio