Peak Financial Management, Inc. Ssga Active ETF Tr Spdr Doblel Transaction History
Peak Financial Management, Inc.
- $303 Million
- Q1 2024
A detailed history of Peak Financial Management, Inc. transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Peak Financial Management, Inc. holds 31,054 shares of TOTL stock, worth $1.23 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
31,054
Previous 29,577
4.99%
Holding current value
$1.23 Million
Previous $1.19 Million
4.45%
% of portfolio
0.41%
Previous 0.4%
Shares
23 transactions
Others Institutions Holding TOTL
# of Institutions
341Shares Held
57.6MCall Options Held
100Put Options Held
0-
Signature Estate & Investment Advisors LLC7.07MShares$279 Million8.02% of portfolio
-
Morgan Stanley New York, NY5.09MShares$201 Million0.02% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.47MShares$97.5 Million0.27% of portfolio
-
Envestnet Asset Management Inc2.45MShares$96.6 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.34MShares$92.4 Million0.05% of portfolio