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 $5.53 Million. This represents 3.56% of its overall portfolio holdings.
Number of Shares
108,968Holding current value
$5.53 Million% of portfolio
3.56%Shares
1 transactions
Others Institutions Holding XLF
# of Institutions
2,034Shares Held
761MCall Options Held
260MPut Options Held
343M-
Jpmorgan Chase & CO New York, NY109MShares$5.53 Billion0.43% of portfolio
-
Bank Of America Corp Charlotte, NC91.8MShares$4.66 Billion0.38% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.87 Billion0.2% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.13 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA19.8MShares$1 Billion0.22% of portfolio