Peak Retirement Planning, Inc. Ishares Core S&P U.S. Value Et Transaction History
Peak Retirement Planning, Inc.
- $148 Billion
- Q4 2024
A detailed history of Peak Retirement Planning, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 3,430 shares of IUSV stock, worth $326,776. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,430Holding current value
$326,776% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
772Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.82 Billion0.57% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$1.32 Billion0.54% of portfolio
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Morgan Stanley New York, NY9.25MShares$882 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$443 Million5.6% of portfolio
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Envestnet Asset Management Inc4.41MShares$420 Million0.14% of portfolio