Peak Retirement Planning, Inc. Ishares Core S&P U.S. Value Et Transaction History
Peak Retirement Planning, Inc.
- $148 Billion
- Q4 2024
A detailed history of Peak Retirement Planning, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 3,430 shares of IUSV stock, worth $346,155. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,430Holding current value
$346,155% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
812Shares Held
182MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.51 Billion0.53% of portfolio
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Lpl Financial LLC Fort Mill, SC15.2MShares$1.53 Billion0.51% of portfolio
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Morgan Stanley New York, NY9.02MShares$910 Million0.06% of portfolio
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Jones Financial Companies Lllp5.7MShares$575 Million0.41% of portfolio
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Envestnet Asset Management Inc5.25MShares$530 Million0.15% of portfolio