Peak Financial Management, Inc. Vanguard Specialized Funds Van Transaction History
Peak Financial Management, Inc.
- $330 Million
- Q4 2024
A detailed history of Peak Financial Management, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Peak Financial Management, Inc. holds 4,606 shares of VNQ stock, worth $425,686. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,606
Previous 4,566
0.88%
Holding current value
$425,686
Previous $444,000
7.66%
% of portfolio
0.12%
Previous 0.13%
Shares
31 transactions
Others Institutions Holding VNQ
# of Institutions
1,916Shares Held
227MCall Options Held
1.45MPut Options Held
1.56M-
Creative Planning Overland Park, KS14.9MShares$1.38 Billion1.29% of portfolio
-
Morgan Stanley New York, NY12.4MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.09 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC10.3MShares$951 Million0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.6MShares$887 Million0.07% of portfolio