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

Peak Financial Management, Inc. currently holds 97.0K shares with a market value of $5.7M. It started holding USRT on 2024-09-30. At its peak, it held 97.0K shares on 2025-09-30. Its highest holding value was $5.7M on 2025-09-30. 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 3.8K. In the recent year, Peak Financial Management, Inc. has increased its shares by 6.2K.