Peak Financial Management, Inc. Spdr Index Shs Fds S Spdr Port Transaction History
Peak Financial Management, Inc.
- $308 Million
- Q2 2024
A detailed history of Peak Financial Management, Inc. transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Peak Financial Management, Inc. holds 375,482 shares of SPGM stock, worth $24.3 Million. This represents 7.4% of its overall portfolio holdings.
Number of Shares
375,482
Previous 373,208
0.61%
Holding current value
$24.3 Million
Previous $22.3 Million
2.46%
% of portfolio
7.4%
Previous 7.34%
Shares
29 transactions
Others Institutions Holding SPGM
# of Institutions
131Shares Held
9.89MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.37MShares$153 Million0.07% of portfolio
-
Sequoia Financial Advisors, LLC1.31MShares$85 Million0.99% of portfolio
-
Private Advisor Group, LLC858KShares$55.6 Million0.35% of portfolio
-
Mariner, LLC Overland Park, KS428KShares$27.7 Million0.05% of portfolio
-
Advance Capital Management, Inc. Southfield, MI406KShares$26.3 Million1.43% of portfolio