Peak Financial Management, Inc. Spdr Portfolio Aggregate Bond Transaction History
Peak Financial Management, Inc.
- $336 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding SPAB
# of Institutions
492Shares Held
260MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC26.2MShares$662 Million0.31% of portfolio
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Cwm, LLC15.1MShares$380 Million1.69% of portfolio
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State Street Corp Boston, MA12.9MShares$326 Million0.01% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$301 Million7.2% of portfolio
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Envestnet Asset Management Inc11.5MShares$291 Million0.1% of portfolio