Peak Retirement Planning, Inc. Select Sector Spdr Tr Communic Transaction History
Peak Retirement Planning, Inc.
- $355 Billion
- Q3 2025
A detailed history of Peak Retirement Planning, Inc. transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 96,997 shares of XLC stock, worth $10.8 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
96,997
Previous 74,971
29.38%
Holding current value
$10.8 Million
Previous $8.14 Billion
41.11%
% of portfolio
3.23%
Previous 3.28%
Shares
4 transactions
Others Institutions Holding XLC
# of Institutions
1,304Shares Held
210MCall Options Held
1.73MPut Options Held
2.03M-
Bank Of America Corp Charlotte, NC44.9MShares$5 Billion0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY10.8MShares$1.2 Billion0.08% of portfolio
-
Morgan Stanley New York, NY7.9MShares$879 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA7.25MShares$807 Million0.17% of portfolio
-
Envestnet Asset Management Inc6.72MShares$748 Million0.25% of portfolio