Peak Financial Management, Inc. Ishares U.S. ETF Trust Gsci CO Transaction History
Peak Financial Management, Inc.
- $308 Million
- Q2 2024
A detailed history of Peak Financial Management, Inc. transactions in Ishares U.S. ETF Trust Gsci CO stock. As of the latest transaction made, Peak Financial Management, Inc. holds 225,443 shares of COMT stock, worth $5.84 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
225,443
Previous 225,851
0.18%
Holding current value
$5.84 Million
Previous $6.1 Million
0.97%
% of portfolio
2.0%
Previous 2.01%
Shares
28 transactions
Others Institutions Holding COMT
# of Institutions
182Shares Held
31.5MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA13.5MShares$350 Million0.07% of portfolio
-
Axiom Advisory, LLC San Diego, CA4.97MShares$129 Million1.47% of portfolio
-
Truist Financial Corp2.51MShares$64.9 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC2.5MShares$64.8 Million0.01% of portfolio
-
Envestnet Asset Management Inc968KShares$25.1 Million0.01% of portfolio