Peak Financial Management, Inc. Vaneck ETF Tr Mtg Reit Income Transaction History
Peak Financial Management, Inc.
- $330 Million
- Q4 2024
Shares
11 transactions
Others Institutions Holding MORT
# of Institutions
82Shares Held
5.31MCall Options Held
4.5KPut Options Held
13.9K-
Lpl Financial LLC Fort Mill, SC898KShares$8.62 Million0.0% of portfolio
-
Gradient Investments LLC644KShares$6.18 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC562KShares$5.39 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.404KShares$3.88 Million0.01% of portfolio
-
Drive Wealth Management, LLC Lehi, UT296KShares$2.84 Million0.81% of portfolio