Peak Retirement Planning, Inc. Financial Sector Spdr Transaction History
Peak Retirement Planning, Inc.
- $148 Billion
- Q4 2024
A detailed history of Peak Retirement Planning, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 108,968 shares of XLF stock, worth $5.74 Million. This represents 3.56% of its overall portfolio holdings.
Number of Shares
108,968Holding current value
$5.74 Million% of portfolio
3.56%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
2,117Shares Held
1.01BCall Options Held
180MPut Options Held
247M-
Kingstone Capital Partners Texas, LLC Frisco, TX229MShares$12 Billion1.46% of portfolio
-
Jpmorgan Chase & CO New York, NY150MShares$7.91 Billion0.59% of portfolio
-
Bank Of America Corp Charlotte, NC95.7MShares$5.04 Billion0.39% of portfolio
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Morgan Stanley New York, NY56.9MShares$3 Billion0.21% of portfolio
-
Envestnet Asset Management Inc23.2MShares$1.22 Billion0.39% of portfolio