Peak Financial Advisors LLC TCW ETF TRUST Transaction History

Peak Financial Advisors LLC

  • $153 Million
  • Q4 2025
Number of Shares
642,274
Previous 625,320 2.71%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
N/A
16,954 Added 2.71%
642,274 $0
Q3 2025

Oct 08, 2025
BUY
N/A
78,061 Added 14.26%
625,320 $0
Q2 2025

Jul 07, 2025
BUY
N/A
398,263 Added 267.3%
547,259 $0
Q1 2025

Apr 10, 2025
BUY
N/A
148,996 New
148,996 $0
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