Peak Financial Management, Inc. Select Sector Spdr Consumer Di Transaction History
Peak Financial Management, Inc.
- $336 Million
- Q3 2024
A detailed history of Peak Financial Management, Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Peak Financial Management, Inc. holds 1,155 shares of XLY stock, worth $269,808. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,155
Previous 1,155
-0.0%
Holding current value
$269,808
Previous $210,000
10.0%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding XLY
# of Institutions
1,297Shares Held
76.8MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.44 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$1.01 Billion0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$799 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$659 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$606 Million0.17% of portfolio