Peak Financial Management, Inc. Ishares Dj Us Tech ETF Transaction History
Peak Financial Management, Inc.
- $330 Million
- Q4 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 1,431 shares of IYW stock, worth $237,359. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,431
Previous 1,543
7.26%
Holding current value
$237,359
Previous $233,000
2.15%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding IYW
# of Institutions
1,228Shares Held
84.2MCall Options Held
108KPut Options Held
19.4K-
Envestnet Asset Management Inc10.2MShares$1.69 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$971 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$848 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$719 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$713 Million0.06% of portfolio