Steel Peak Wealth Management LLC Global X Mlp & Energy Infrastr Transaction History

Steel Peak Wealth Management LLC

$2.36 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 25, 2024	BUY	$50.37 - $55.21 $636,475 - $697,633	12,636 New	12,636 $687,000

Others Institutions Holding MLPX

# of Institutions

329

Shares Held

29.8M

Call Options Held

211K

Put Options Held

33.8K

Morgan Stanley New York, NY

9.33M
Shares

$571 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.17M
Shares

$133 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.4M
Shares

$85.9 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

994K
Shares

$60.8 Million
0.01% of portfolio
Rational Advisors LLC Huntington, NY

825K
Shares

$50.4 Million
6.19% of portfolio

About GLOBAL X MLP & ENERGY INFRASTR

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