Peak Financial Management, Inc. Ishares Core S&P Total U.S. St Transaction History
Peak Financial Management, Inc.
- $330 Million
- Q4 2024
A detailed history of Peak Financial Management, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Peak Financial Management, Inc. holds 17,023 shares of ITOT stock, worth $2.07 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
17,023
Previous 17,153
0.76%
Holding current value
$2.07 Million
Previous $2.15 Million
1.62%
% of portfolio
0.66%
Previous 0.64%
Shares
27 transactions
Others Institutions Holding ITOT
# of Institutions
1,542Shares Held
303MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.72 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.92 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.43 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.28 Billion0.1% of portfolio
-
Alliancebernstein L.P. New York, NY9.02MShares$1.1 Billion0.41% of portfolio