Peak Retirement Planning, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Peak Retirement Planning, Inc.
- $148 Billion
- Q4 2024
A detailed history of Peak Retirement Planning, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 166,972 shares of SGOV stock, worth $16.8 Million. This represents 11.33% of its overall portfolio holdings.
Number of Shares
166,972Holding current value
$16.8 Million% of portfolio
11.33%Shares
1 transactions
Others Institutions Holding SGOV
# of Institutions
789Shares Held
113MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.23MShares$526 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.24MShares$426 Million0.18% of portfolio
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Bank Of America Corp Charlotte, NC3.24MShares$325 Million0.03% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$307 Million0.65% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.14MShares$215 Million0.08% of portfolio