Peak Financial Management, Inc. Ishares Tr Msci Usa Esg Select Transaction History
Peak Financial Management, Inc.
- $330 Million
- Q4 2024
A detailed history of Peak Financial Management, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Peak Financial Management, Inc. holds 4,530 shares of SUSA stock, worth $543,690. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,530
Previous 4,530
-0.0%
Holding current value
$543,690
Previous $545,000
0.92%
% of portfolio
0.17%
Previous 0.16%
Shares
14 transactions
Others Institutions Holding SUSA
# of Institutions
525Shares Held
19.2MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.61MShares$193 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$179 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.14MShares$137 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1MShares$120 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN786KShares$94.3 Million0.03% of portfolio