Peak Financial Management, Inc. Fidelity Covington Tr Msci Mat Transaction History
Peak Financial Management, Inc.
- $336 Million
- Q3 2024
A detailed history of Peak Financial Management, Inc. transactions in Fidelity Covington Tr Msci Mat stock. As of the latest transaction made, Peak Financial Management, Inc. holds 51,373 shares of FMAT stock, worth $2.76 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
51,373
Previous 149,309
65.59%
Holding current value
$2.76 Million
Previous $7.38 Million
62.28%
% of portfolio
0.83%
Previous 2.39%
Shares
30 transactions
Others Institutions Holding FMAT
# of Institutions
122Shares Held
3.86MCall Options Held
1.2KPut Options Held
0-
Ae Wealth Management LLC671KShares$36 Million0.37% of portfolio
-
Envestnet Asset Management Inc550KShares$29.5 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA503KShares$27 Million0.13% of portfolio
-
Cetera Investment Advisers Schaumburg, IL224KShares$12 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA160KShares$8.57 Million0.0% of portfolio