Peak Retirement Planning, Inc. Consumer Staples Sector Spdr Transaction History
Peak Retirement Planning, Inc.
- $148 Billion
- Q4 2024
A detailed history of Peak Retirement Planning, Inc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 66,540 shares of XLP stock, worth $5.06 Million. This represents 3.35% of its overall portfolio holdings.
Number of Shares
66,540Holding current value
$5.06 Million% of portfolio
3.35%Shares
1 transactions
Others Institutions Holding XLP
# of Institutions
1,400Shares Held
174MCall Options Held
13MPut Options Held
12.9M-
Bank Of America Corp Charlotte, NC30.5MShares$2.32 Billion0.19% of portfolio
-
Morgan Stanley New York, NY10.2MShares$774 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY8.38MShares$637 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY6.87MShares$522 Million0.09% of portfolio
-
Envestnet Asset Management Inc4.82MShares$367 Million0.11% of portfolio