Peak Financial Management, Inc. TCW ETF TRUST Transaction History

Peak Financial Management, Inc.

  • $359 Million
  • Q3 2025
Number of Shares
199,231
Previous 124,526 59.99%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
N/A
74,705 Added 59.99%
199,231 $0
Q2 2025

Jul 23, 2025
BUY
N/A
124,526 New
124,526 $0
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