Peak Financial Advisors LLC Select Sector Spdr Tr Communic Transaction History
Peak Financial Advisors LLC
- $156 Million
- Q4 2024
A detailed history of Peak Financial Advisors LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Peak Financial Advisors LLC holds 5,488 shares of XLC stock, worth $525,421. This represents 0.34% of its overall portfolio holdings.
Number of Shares
5,488
Previous 5,488
-0.0%
Holding current value
$525,421
Previous $496,000
7.06%
% of portfolio
0.34%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding XLC
# of Institutions
1,164Shares Held
183MCall Options Held
3.62MPut Options Held
4.64M-
Bank Of America Corp Charlotte, NC43.4MShares$4.16 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY9.66MShares$925 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA7.93MShares$759 Million0.18% of portfolio
-
Morgan Stanley New York, NY6.79MShares$650 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.23MShares$501 Million0.21% of portfolio