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Peak shares owned by Wiser Advisor Group

Quarter-by-quarter ownership of Peak (DOC) shares owned by Wiser Advisor Group from 13F filings

Historical chart of Wiser Advisor Group investment in Peak

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All positions including Peak held by Wiser Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $38k 1.9k 20.27
2024-09-30 $42k 1.8k 22.87
2024-06-30 $36k 1.8k 19.60
2024-03-31 $34k 1.8k 18.76

More positions owned by Wiser Advisor Group

Apple Common Stock (AAPL)
Vanguard S&p MF Closed and MF Open (VOO)
First Trust MF Closed and MF Open (FMB)
Amazon Common Stock (AMZN)
Vanguard Growth MF Closed and MF Open (VUG)
Alphabet Common Stock (GOOGL)
Vanguard Total MF Closed and MF Open (BND)
Vanguard Small MF Closed and MF Open (VB)
New York Life MF Closed and MF Open (HFXI)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Eli Lilly Common Stock (LLY)
Meta Platforms Common Stock (META)
Jpmorgan Chase Common Stock (JPM)
Microsoft Corp Common Stock (MSFT)

View all positions for Wiser Advisor Group

Top funds holding Peak

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Invesco
Geode Capital Management
Principal Financial Group
Hanna Zanoni
Morgan Stanley
Centersquare Investment Management
Legal & General Group
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Cullen Capital Management

View all funds holding Peak