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Peak shares owned by Dynamic Wealth Strategies

Quarter-by-quarter ownership of Peak (DOC) shares owned by Dynamic Wealth Strategies from 13F filings

Historical chart of Dynamic Wealth Strategies investment in Peak

Tip: Access up to 7 years of quarterly data

All positions including Peak held by Dynamic Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Dynamic Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $14k 766 18.28

More positions owned by Dynamic Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Value Etf (EFV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for Dynamic Wealth Strategies

Top funds holding Peak

Vanguard Group
BlackRock
State Street Corporation
Invesco
Jpmorgan Chase & Co
Geode Capital Management
Hanna Zanoni
Morgan Stanley
Legal & General Group
Centersquare Investment Management
Dimensional Fund Advisors
Charles Schwab Investment Management
American Century Companies
Northern Trust
Bank of New York Mellon

View all funds holding Peak