Peak Financial Advisors LLC Ishares Tr Transaction History
Peak Financial Advisors LLC
- $153 Million
- Q4 2025
A detailed history of Peak Financial Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Peak Financial Advisors LLC holds 118,583 shares of EMB stock, worth $11.4 Million. This represents 7.44% of its overall portfolio holdings.
Number of Shares
118,583
Previous 79,896
48.42%
Holding current value
$11.4 Million
Previous $7.61 Million
49.64%
% of portfolio
7.44%
Previous 4.72%
Shares
12 transactions
Others Institutions Holding EMB
# of Institutions
1,042Shares Held
144MCall Options Held
4.25MPut Options Held
9.47M-
Wells Fargo & Company San Francisco, CA18.7MShares$1.79 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY11.4MShares$1.09 Billion0.07% of portfolio
-
Betterment LLC New York, NY6.72MShares$645 Million1.26% of portfolio
-
Bank Of America Corp Charlotte, NC5.49MShares$527 Million0.04% of portfolio
-
Envestnet Asset Management Inc4.57MShares$438 Million0.13% of portfolio