Peak Financial Management, Inc. Invesco S&P 500 Equal Weight E Transaction History
Peak Financial Management, Inc.
- $330 Million
- Q4 2024
A detailed history of Peak Financial Management, Inc. transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Peak Financial Management, Inc. holds 75,716 shares of RSP stock, worth $13.6 Million. This represents 4.02% of its overall portfolio holdings.
Number of Shares
75,716
Previous 72,378
4.61%
Holding current value
$13.6 Million
Previous $13 Million
2.31%
% of portfolio
4.02%
Previous 3.86%
Shares
2 transactions
Others Institutions Holding RSP
# of Institutions
2,061Shares Held
282MCall Options Held
8.9MPut Options Held
17.2M-
Morgan Stanley New York, NY28.8MShares$5.18 Billion0.36% of portfolio
-
Northwestern Mutual Wealth Management CO23.2MShares$4.16 Billion3.44% of portfolio
-
Bank Of America Corp Charlotte, NC21.7MShares$3.89 Billion0.32% of portfolio
-
Invesco Ltd. Atlanta, GA9.99MShares$1.8 Billion0.34% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.49MShares$1.53 Billion2.36% of portfolio