Peak Financial Management, Inc. Spdr Bloomberg International T Transaction History
Peak Financial Management, Inc.
- $330 Million
- Q4 2024
A detailed history of Peak Financial Management, Inc. transactions in Spdr Bloomberg International T stock. As of the latest transaction made, Peak Financial Management, Inc. holds 235,931 shares of BWX stock, worth $5.14 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
235,931
Previous 254,004
7.12%
Holding current value
$5.14 Million
Previous $5.93 Million
14.95%
% of portfolio
1.53%
Previous 1.76%
Shares
26 transactions
Others Institutions Holding BWX
# of Institutions
142Shares Held
29MCall Options Held
0Put Options Held
0-
Manufacturers Life Insurance Company, The Toronto, A67.12MShares$155 Million0.14% of portfolio
-
Argi Investment Services, LLC4.59MShares$100 Million6.8% of portfolio
-
Perella Weinberg Partners Capital Management LP3.84MShares$83.7 Million9.14% of portfolio
-
Morgan Stanley New York, NY1.99MShares$43.4 Million0.0% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA1.4MShares$30.5 Million1.76% of portfolio