Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Peak shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Peak (DOC) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Peak

Tip: Access up to 7 years of quarterly data

All positions including Peak held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 116k 18.75

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Specialized Funds Div App Etf (VIG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Peak

Vanguard Group
Jpmorgan Chase & Co
Legal & General Group
Norges Bank Investment Management
Dimensional Fund Advisors
Bank of New York Mellon
Charles Schwab Investment Management
PGGM Vermogensbeheer B.V.
Cullen Capital Management
Ubs Global Asset Management Americas
Sumitomo Mitsui Trust Holdings
Ing Clarion Real Estate Securities
Barclays
Nuance Investments
Bank of America Corporation

View all funds holding Peak