Peak Financial Management, Inc. Fidelity Covington Tr Msci Mat Transaction History
Peak Financial Management, Inc.
- $359 Million
- Q3 2025
A detailed history of Peak Financial Management, Inc. transactions in Fidelity Covington Tr Msci Mat stock. As of the latest transaction made, Peak Financial Management, Inc. holds 36,742 shares of FMAT stock, worth $1.84 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
36,742
Previous 40,759
9.86%
Holding current value
$1.84 Million
Previous $2.03 Million
5.22%
% of portfolio
0.54%
Previous 0.6%
Shares
34 transactions
Others Institutions Holding FMAT
# of Institutions
135Shares Held
3.48MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC1.06MShares$52.9 Million0.41% of portfolio
-
Lido Advisors, LLC Los Angeles, CA623KShares$31.2 Million0.1% of portfolio
-
Centerline Wealth Advisors, LLC Louisville, KY174KShares$8.74 Million3.98% of portfolio
-
Agf Management LTD Toronto Ontario Canada, A6103KShares$5.16 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC75.3KShares$3.77 Million0.01% of portfolio