Peak Retirement Planning, Inc. Vanguard Small Cap ETF Transaction History
Peak Retirement Planning, Inc.
- $148 Billion
- Q4 2024
A detailed history of Peak Retirement Planning, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 18,836 shares of VB stock, worth $4.63 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
18,836Holding current value
$4.63 Million% of portfolio
3.06%Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,316Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$6.11 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.86 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.8 Billion1.68% of portfolio
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Wells Fargo & Company San Francisco, CA5.67MShares$1.4 Billion0.32% of portfolio
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Envestnet Asset Management Inc5.26MShares$1.29 Billion0.42% of portfolio