Peak Financial Management, Inc. Barclays Bank PLC Transaction History
Peak Financial Management, Inc.
- $359 Million
- Q3 2025
A detailed history of Peak Financial Management, Inc. transactions in Barclays Bank PLC stock. As of the latest transaction made, Peak Financial Management, Inc. holds 46,076 shares of DJP stock, worth $1.49 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
46,076
              Previous 49,081
              
        
           6.12%
        
      
          
        Holding current value
$1.49 Million
            Previous $1.59 Million
            
        
           6.12%
        
      
          
        % of portfolio
0.41%
            Previous 0.47%
          
        Shares
	  25 transactions
	
  Others Institutions Holding DJP
# of Institutions
141Shares Held
10.3MCall Options Held
66.9KPut Options Held
0- 
    
      Blb&B Advisors, LLC2.1MShares$67.9 Million3.25% of portfolio
- 
    
      Cassaday & CO Wealth Management LLC Mclean, VA1.3MShares$42 Million1.05% of portfolio
- 
    
      Osborne Partners Capital Management, LLC753KShares$24.3 Million1.25% of portfolio
- 
    
      Dimension Capital Management LLC Coral Gables, FL483KShares$15.6 Million2.43% of portfolio
- 
    
      Badgley Phelps Wealth Managers, LLC474KShares$15.3 Million0.35% of portfolio