Peak Financial Management, Inc.
Q4 2023 13F Holdings
Location
Wellesley, MA
Holdings as of
12/31/2023
Value ($000)
$297,678
Num holdings
85
Date filed
1/18/2024
Form type
13F-HR
Prev filing
10/24/2023
Next filing
4/22/2024
SEC
View on sec.gov
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2015 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type