Peak Financial Advisors LLC SIMPLIFY EXCHANGE TRADED FUN Transaction History

Peak Financial Advisors LLC

  • $154 Million
  • Q1 2025
Number of Shares
369,233
Previous 361,213 2.22%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
N/A
8,020 Added 2.22%
369,233 $0
Q4 2024

Jan 14, 2025
SELL
N/A
-33,068 Reduced 8.39%
361,213 $0
Q3 2024

Oct 09, 2024
BUY
N/A
4,688 Added 1.2%
394,281 $0
Q2 2024

Jul 12, 2024
BUY
N/A
90,280 Added 30.16%
389,593 $0
Q1 2024

Apr 12, 2024
BUY
N/A
299,313 New
299,313 $0
Track This Portfolio

Track Peak Financial Advisors LLC Portfolio

Follow Peak Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email