Steel Peak Wealth Management LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Steel Peak Wealth Management LLC

$1.98 Billion
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	$50.52 - $50.94 $1.34 Million - $1.35 Million	-26,434 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$50.83 - $51.19 $32,022 - $32,249	-630 Reduced 2.33%	26,434 $1.35 Million
Q1 2021 May 18, 2021	SELL	$51.0 - $51.58 $24,378 - $24,655	-478 Reduced 1.74%	27,064 $1.38 Million
Q4 2020 Feb 04, 2021	BUY	$51.39 - $51.73 $38,439 - $38,694	748 Added 2.79%	27,542 $1.42 Million
Q3 2020 Oct 26, 2020	BUY	$51.62 - $51.89 $170,397 - $171,288	3,301 Added 14.05%	26,794 $1.39 Million

Q2 2020 Jul 21, 2020	BUY	$51.33 - $51.83 $13,705 - $13,838	267 Added 1.15%	23,493 $1.21 Million
Q1 2020 Apr 16, 2020	BUY	$49.9 - $52.72 $340,318 - $359,550	6,820 Added 41.57%	23,226 $1.19 Million
Q4 2019 Feb 06, 2020	BUY	$51.73 - $52.15 $848,682 - $855,572	16,406 New	16,406 $850,000

Others Institutions Holding LMBS

# of Institutions

395

Shares Held

65.9M

Call Options Held

0

Put Options Held

0

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
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