Peak Retirement Planning, Inc.'s ownership history for USB

Peak Retirement Planning, Inc. currently holds 36.4K shares with a market value of $1.8M. It started holding USB on 2025-03-31. At its peak, it held 36.4K shares on 2025-09-30. Its highest holding value was $1.8M on 2025-09-30. At its lowest, it held 20.8K shares on 2025-03-31, with a value of $877.7K on 2025-03-31. In the recent 180 days, Peak Retirement Planning, Inc. has increased its shares by 15.6K.