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
482Shares Held
240MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$583 Million0.29% of portfolio
-
Cwm, LLC15.1MShares$384 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$304 Million7.2% of portfolio
-
Envestnet Asset Management Inc10.9MShares$277 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$227 Million0.59% of portfolio