Steel Peak Wealth Management LLC First Tr Tactical High Yield L Transaction History

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 15,400 shares of HYLS stock, worth $637,560. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,400
Previous 6,300 144.44%
Holding current value
$637,560
Previous $255,000 153.33%
% of portfolio
0.03%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$40.54 - $42.23 $368,914 - $384,293
9,100 Added 144.44%
15,400 $646,000
Q2 2024

Jul 16, 2024
BUY
$40.2 - $41.01 $253,260 - $258,363
6,300 New
6,300 $255,000
Q4 2022

Jan 25, 2023
BUY
$38.49 - $40.0 $723,342 - $751,720
18,793 New
18,793 $0
Q1 2021

May 18, 2021
SELL
$48.43 - $49.23 $238,420 - $242,359
-4,923 Closed
0 $0
Q4 2020

Feb 04, 2021
BUY
$46.84 - $48.84 $230,593 - $240,439
4,923 New
4,923 $240,000
Q1 2020

Apr 16, 2020
SELL
$37.51 - $49.05 $243,815 - $318,825
-6,500 Closed
0 $0
Q4 2019

Feb 06, 2020
BUY
$47.94 - $48.82 $311,610 - $317,330
6,500 New
6,500 $317,000

Others Institutions Holding HYLS

# of Institutions
217
Shares Held
30.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR TACTICAL HIGH YIELD L

HYLS Quotes by TradingView
  • Ticker HYLS
  • Sector ETFs
  • Industry ETFs
More about HYLS
Track This Portfolio

Track Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email