Peak Financial Advisors LLC Global X Uranium ETF Transaction History

Peak Financial Advisors LLC

$156 Million
Q4 2024

A detailed history of Peak Financial Advisors LLC transactions in Global X Uranium ETF stock. As of the latest transaction made, Peak Financial Advisors LLC holds 65,279 shares of URA stock, worth $1.51 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

65,279

Previous 65,347 0.1%

Holding current value

$1.51 Million

Previous $1.87 Million 6.47%

% of portfolio

1.12%

Previous 1.18%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	SELL	$26.78 - $33.46 $1,821 - $2,275	-68 Reduced 0.1%	65,279 $1.75 Million
Q3 2024 Oct 09, 2024	SELL	$23.18 - $31.26 $109,687 - $147,922	-4,732 Reduced 6.75%	65,347 $1.87 Million
Q2 2024 Jul 12, 2024	BUY	$28.77 - $33.21 $86,770 - $100,161	3,016 Added 4.5%	70,079 $2.03 Million
Q1 2024 Apr 12, 2024	BUY	$26.83 - $32.21 $23,771 - $28,538	886 Added 1.34%	67,063 $1.93 Million
Q4 2023 Jan 10, 2024	SELL	$24.87 - $29.92 $611,777 - $736,002	-24,599 Reduced 27.1%	66,177 $1.83 Million
Q3 2023 Oct 10, 2023	BUY	$20.39 - $28.04 $46,754 - $64,295	2,293 Added 2.59%	90,776 $2.45 Million
Q2 2023 Jul 10, 2023	BUY	$19.05 - $22.58 $11,391 - $13,502	598 Added 0.68%	88,483 $1.92 Million
Q1 2023 Apr 18, 2023	BUY	$18.67 - $23.52 $221,052 - $278,476	11,840 Added 15.57%	87,885 $1.75 Million
Q4 2022 Jan 12, 2023	SELL	$18.78 - $21.76 $274,488 - $318,044	-14,616 Reduced 16.12%	76,045 $1.53 Billion
Q3 2022 Oct 26, 2022	BUY	$18.04 - $23.86 $8,370 - $11,071	464 Added 0.51%	90,661 $1.8 Million
Q2 2022 Jul 14, 2022	BUY	$18.25 - $28.34 $1.65 Million - $2.56 Million	90,197 New	90,197 $1.67 Million

Others Institutions Holding URA

# of Institutions

409

Shares Held

58.2M

Call Options Held

9.37M

Put Options Held

5.21M

View Full List

About GLOBAL X URANIUM ETF

Ticker URA
Sector ETFs
Industry ETFs

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Peak Financial Advisors LLC Global X Uranium ETF Transaction History