Peak Financial Management, Inc. Ssga Active ETF Tr Spdr Doblel Transaction History
Peak Financial Management, Inc.
- $330 Million
- Q4 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 41,881 shares of TOTL stock, worth $1.68 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
41,881
Previous 41,290
1.43%
Holding current value
$1.68 Million
Previous $1.71 Million
3.51%
% of portfolio
0.5%
Previous 0.51%
Shares
26 transactions
Others Institutions Holding TOTL
# of Institutions
389Shares Held
69.3MCall Options Held
4.6KPut Options Held
0-
Signature Estate & Investment Advisors LLC6.49MShares$261 Million6.49% of portfolio
-
Morgan Stanley New York, NY5.58MShares$224 Million0.02% of portfolio
-
Envestnet Asset Management Inc3.29MShares$132 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.9MShares$117 Million0.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.73MShares$110 Million0.22% of portfolio