Peak Financial Management, Inc. Invesco S&P 500 Equal Weight E Transaction History
Peak Financial Management, Inc.
- $359 Million
- Q3 2025
A detailed history of Peak Financial Management, Inc. transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Peak Financial Management, Inc. holds 90,157 shares of RSP stock, worth $16.9 Million. This represents 4.77% of its overall portfolio holdings.
Number of Shares
90,157
Previous 87,106
3.5%
Holding current value
$16.9 Million
Previous $15.8 Million
8.04%
% of portfolio
4.77%
Previous 4.68%
Shares
5 transactions
Others Institutions Holding RSP
# of Institutions
2,226Shares Held
281MCall Options Held
11.5MPut Options Held
15.1M-
Morgan Stanley New York, NY29.1MShares$5.44 Billion0.35% of portfolio
-
Northwestern Mutual Wealth Management CO25.3MShares$4.74 Billion3.26% of portfolio
-
Bank Of America Corp Charlotte, NC21MShares$3.94 Billion0.28% of portfolio
-
Invesco Ltd. Atlanta, GA9.7MShares$1.82 Billion0.31% of portfolio
-
Texas Permanent School Fund Austin, TX9.19MShares$1.72 Billion85.97% of portfolio