| |
|
|
| Name: |
Peak Financial Management Inc. |
| City: |
WALTHAM |
| State: |
MA |
| Zip: |
02451 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
8 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CEF |
Sprott Physical Gold & Silv... |
32 |
- |
$22.04 |
$1,588,000 |
78,050 |
0.5% |
93,000 |
0 |
0.031 |
N/A |
|
|
VEA |
Vanguard Europe Pacific ETF |
36 |
- |
$49.56 |
$1,349,000 |
26,881 |
0.43% |
61,000 |
0 |
0.001 |
Closed - End Fund - F... |
|
|
PG |
Procter & Gamble Co |
60 |
- |
$166.85 |
$398,000 |
2,455 |
0.13% |
38,000 |
0 |
0 |
Cleaning Products |
|
|
PHYS |
Sprott Physical Goldtr Units |
63 |
- |
$18.33 |
$381,000 |
22,000 |
0.12% |
31,000 |
0 |
0.01 |
Closed - End Fund - Debt |
|
|
LMAT |
Lemaitre Vascular Inc |
70 |
- |
$76.13 |
$323,000 |
4,865 |
0.1% |
47,000 |
0 |
0.024 |
Medical Instruments &... |
|
|
IWS |
iShares Tr Rssll Midcap Valu |
77 |
- |
$123.38 |
$263,000 |
2,100 |
0.08% |
19,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
FVD |
First Trust Value Line Divi... |
80 |
- |
$42.06 |
$245,000 |
5,800 |
0.08% |
10,000 |
0 |
0.002 |
Closed - End Fund - Debt |
|
|
VTEB |
Vanguard Tax Exempt Bond Etf |
87 |
- |
$50.18 |
$222,000 |
4,380 |
0.07% |
-2,000 |
0 |
0 |
N/A |
|
