Peak Financial Management, Inc. Ishares Dj Us Tech ETF Transaction History
Peak Financial Management, Inc.
- $336 Million
- Q3 2024
A detailed history of Peak Financial Management, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Peak Financial Management, Inc. holds 1,543 shares of IYW stock, worth $248,870. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,543
Previous 1,543
-0.0%
Holding current value
$248,870
Previous $232,000
0.43%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding IYW
# of Institutions
1,159Shares Held
81.1MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.73 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$945 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$729 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$689 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$667 Million0.29% of portfolio