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Peak Financial Advisors LLC Makes New Investment in iShares Core U S REIT ETF (NYSEARCA:USRT)

Peak Financial Advisors LLC bought a new position in iShares Core U.S. REIT ETF (NYSEARCA:USRT – Get Rating) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 3,467 shares of the company’s stock, valued at approximately $234,000. Other hedge funds have also recently modified […]

Peak Financial Advisors LLC Buys 2,613 Shares of Valero Energy Co (NYSE:VLO)

Peak Financial Advisors LLC raised its stake in shares of Valero Energy Co. (NYSE:VLO – Get Rating) by 57.4% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,167 shares of the oil and gas company’s stock after purchasing an additional 2,613 shares during […]

Peak Financial Advisors LLC Purchases Shares of 237,153 Goldman Sachs ActiveBeta International Equity ETF (NYSEARCA:GSIE)

Peak Financial Advisors LLC purchased a new stake in shares of Goldman Sachs ActiveBeta International Equity ETF (NYSEARCA:GSIE – Get Rating) during the fourth quarter, HoldingsChannel reports. The fund purchased 237,153 shares of the company’s stock, valued at approximately $8,364,000. Goldman Sachs ActiveBeta International Equity ETF comprises 6.4% of Peak Financial Advisors LLC’s holdings, making […]

Quest Diagnostics Incorporated (NYSE:DGX) Shares Acquired by Peak Financial Advisors LLC

Peak Financial Advisors LLC raised its stake in shares of Quest Diagnostics Incorporated (NYSE:DGX – Get Rating) by 9.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 13,816 shares of the medical research company’s stock after buying an additional 1,202 […]

Peak Financial Advisors LLC Purchases Shares of 237,153 Goldman Sachs ActiveBeta International Equity ETF (NYSEARCA:GSIE)

Peak Financial Advisors LLC acquired a new stake in shares of Goldman Sachs ActiveBeta International Equity ETF (NYSEARCA:GSIE – Get Rating) in the fourth quarter, HoldingsChannel reports. The firm acquired 237,153 shares of the company’s stock, valued at approximately $8,364,000. Goldman Sachs ActiveBeta International Equity ETF accounts for approximately 6.4% of Peak Financial Advisors LLC’s […]

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