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Peak shares owned by Kiely Wealth Advisory Group

Quarter-by-quarter ownership of Peak (DOC) shares owned by Kiely Wealth Advisory Group from 13F filings

Historical chart of Kiely Wealth Advisory Group investment in Peak

Tip: Access up to 7 years of quarterly data

All positions including Peak held by Kiely Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.8k 400 19.59
2024-09-30 $8.7k 400 21.82
2024-03-31 $7.6k 400 19.10
2023-12-31 $7.8k 400 19.45

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Invsc S P 500 Equal Weight Etf Iv Etf (RSP)
Vanguard Mid Cap Etf Etf (VO)
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)
Ishares High Yield Corporat Bond Etf Etf (SHYG)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Bondetf Etf (BSV)
Vanguard Russell 2000 Etf Etf (VTWO)
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)
Microsoft Corp Equity (MSFT)
Vanguard S&p 500 Value Etf Etf (VOOV)
Wisdomtree Us Midcap Dividend Etf Etf (DON)
Vanguard Short Term Treasury Etf Etf (VGSH)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)

View all positions for Kiely Wealth Advisory Group

Top funds holding Peak

Vanguard Group
BlackRock
State Street Corporation
Hanna Zanoni
Jpmorgan Chase & Co
Principal Financial Group
Geode Capital Management
Invesco
Charles Schwab Investment Management
Dimensional Fund Advisors
Bank of New York Mellon
Norges Bank Investment Management
Cullen Capital Management
Northern Trust
Citadel Advisors

View all funds holding Peak