Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PEAK FINANCIAL ADVISORS LLC | 07-12-2024 | 06-30-2024 | 72 | 174,278,282 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | FINANCIAL | 151 | $729,921 | 17,755 | 0.00 | 17,755 | +Inf | 06-30-2024 | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | Liquidated | $0 | 0 | 0.00 | 4,915 | +Inf | 06-30-2024 | |
| ISHARES INC | MSCI EMRG CHN | Liquidated | $0 | 0 | 0.00 | 0.00 | -68 | -0.62 | 06-30-2024 |
| NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 154 | $523,012 | 12,688 | 0.00 | 0.00 | 360 | 2.92 | 06-30-2024 |
