Steel Peak Wealth Management LLC Vanguard Bd Index Fd Inc Short Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$77.66 - $80.73 $318,716 - $331,315	-4,104 Closed	0 $0
Q4 2021 Jan 31, 2022	SELL	$80.78 - $81.98 $308,256 - $312,835	-3,816 Reduced 48.18%	4,104 $332,000
Q3 2021 Nov 15, 2021	SELL	$81.9 - $82.4 $97,788 - $98,385	-1,194 Reduced 13.1%	7,920 $649,000
Q2 2021 Aug 13, 2021	SELL	$82.08 - $82.43 $301,808 - $303,095	-3,677 Reduced 28.75%	9,114 $749,000
Q1 2021 May 18, 2021	SELL	$82.08 - $82.89 $32,503 - $32,824	-396 Reduced 3.0%	12,791 $1.05 Million
Q4 2020 Feb 04, 2021	SELL	$82.67 - $82.96 $241,809 - $242,657	-2,925 Reduced 18.15%	13,187 $1.09 Million
Q3 2020 Oct 26, 2020	BUY	$82.96 - $83.3 $334,245 - $335,615	4,029 Added 33.34%	16,112 $1.34 Million
Q2 2020 Jul 21, 2020	BUY	$81.78 - $83.12 $988,147 - $1 Million	12,083 New	12,083 $1 Million

Others Institutions Holding BSV

# of Institutions

1,237

Shares Held

375M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.15 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.16 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.28 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

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