Peak Financial Advisors LLC Ishares Tr Transaction History
Peak Financial Advisors LLC
- $159 Million
- Q3 2024
A detailed history of Peak Financial Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Peak Financial Advisors LLC holds 69,657 shares of EMB stock, worth $6.25 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
69,657
Previous 70,473
1.16%
Holding current value
$6.25 Million
Previous $6.24 Million
4.54%
% of portfolio
4.1%
Previous 4.5%
Shares
7 transactions
Others Institutions Holding EMB
# of Institutions
925Shares Held
146MCall Options Held
4.01MPut Options Held
10.6M-
Wells Fargo & Company San Francisco, CA17.8MShares$1.6 Billion0.38% of portfolio
-
Betterment LLC New York, NY8.72MShares$783 Million1.96% of portfolio
-
Jones Financial Companies Lllp7.69MShares$690 Million0.74% of portfolio
-
Wealthfront Advisers LLC5.82MShares$522 Million1.69% of portfolio
-
Goldman Sachs Group Inc New York, NY5.33MShares$479 Million0.08% of portfolio