Peak Financial Management, Inc. Invesco Exchange Traded Fd Tr Transaction History
Peak Financial Management, Inc.
- $359 Million
- Q3 2025
A detailed history of Peak Financial Management, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Peak Financial Management, Inc. holds 103,007 shares of RPV stock, worth $10.2 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
103,007
Previous 102,807
0.19%
Holding current value
$10.2 Million
Previous $9.64 Million
6.19%
% of portfolio
2.85%
Previous 2.85%
Shares
15 transactions
Others Institutions Holding RPV
# of Institutions
229Shares Held
23.4MCall Options Held
5.8KPut Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX12.6MShares$1.25 Billion0.16% of portfolio
-
Regentatlantic Capital LLC Morristown, NJ1.46MShares$145 Million3.04% of portfolio
-
Morgan Stanley New York, NY1.4MShares$139 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.32MShares$131 Million0.01% of portfolio
-
Principal Financial Group Inc Des Moines, IA1.15MShares$114 Million0.06% of portfolio