Peak Financial Management, Inc.'s ownership history for USRT

Peak Financial Management, Inc. currently holds 102.6K shares with a market value of $6.1M. It started holding USRT on 2024-09-30. At its peak, it held 102.6K shares on 2026-03-31. Its highest holding value was $6.1M on 2026-03-31. At its lowest, it held 90.8K shares on 2024-09-30, with a value of $5.3M on 2024-12-31. In the recent 180 days, Peak Financial Management, Inc. has increased its shares by 5.5K. In the recent year, Peak Financial Management, Inc. has increased its shares by 9.3K.