Peak Retirement Planning, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Peak Retirement Planning, Inc.
- $148 Billion
- Q4 2024
A detailed history of Peak Retirement Planning, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 166,972 shares of SGOV stock, worth $16.8 Million. This represents 11.33% of its overall portfolio holdings.
Number of Shares
166,972Holding current value
$16.8 Million% of portfolio
11.33%Shares
1 transactions
Others Institutions Holding SGOV
# of Institutions
957Shares Held
384MCall Options Held
3.8KPut Options Held
0-
Kingstone Capital Partners Texas, LLC Frisco, TX193MShares$19.4 Billion3.1% of portfolio
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Laurel Wealth Advisors LLC Charlotte, NC22.9MShares$2.3 Billion3.26% of portfolio
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Cornerstone Advisors Asset Management, Inc Bethlehem, PA10.3MShares$1.03 Billion3.16% of portfolio
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Bank Of America Corp Charlotte, NC10.2MShares$1.03 Billion0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC7.2MShares$724 Million0.26% of portfolio