Peak Financial Advisors LLC Goldman Sachs Tr Eql Weight Us Transaction History
Peak Financial Advisors LLC
- $156 Million
- Q4 2024
Shares
6 transactions
Others Institutions Holding GSEW
# of Institutions
110Shares Held
7.98MCall Options Held
0Put Options Held
0-
Integrated Wealth Concepts LLC991KShares$79.9 Million0.98% of portfolio
-
Spc Financial, Inc.882KShares$71.1 Million6.04% of portfolio
-
Morgan Stanley New York, NY582KShares$46.9 Million0.0% of portfolio
-
Ckw Financial Group462KShares$37.3 Million4.39% of portfolio
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Bank Of America Corp Charlotte, NC462KShares$37.2 Million0.0% of portfolio