Peak Financial Management, Inc. Invesco ETF Tr Ii Intl Corp Bd Transaction History
Peak Financial Management, Inc.
- $336 Million
- Q3 2024
A detailed history of Peak Financial Management, Inc. transactions in Invesco ETF Tr Ii Intl Corp Bd stock. As of the latest transaction made, Peak Financial Management, Inc. holds 352,903 shares of PICB stock, worth $7.7 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
352,903
Previous 346,764
1.77%
Holding current value
$7.7 Million
Previous $7.63 Million
8.3%
% of portfolio
2.46%
Previous 2.47%
Shares
6 transactions
Others Institutions Holding PICB
# of Institutions
33Shares Held
3.71MCall Options Held
0Put Options Held
0-
Urban Financial Advisory Corp Chicago, IL895KShares$19.5 Million11.56% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA727KShares$15.9 Million0.96% of portfolio
-
Tanager Wealth Management LLP569KShares$12.4 Million1.79% of portfolio
-
Wells Fargo & Company San Francisco, CA225KShares$4.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC205KShares$4.48 Million0.0% of portfolio