Steel Peak Wealth Management LLC Hartford Multifactor Developed Transaction History
Steel Peak Wealth Management LLC
- $2.36 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding RODM
# of Institutions
123Shares Held
33MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY5.39MShares$174 Million0.34% of portfolio
-
Hartford Funds Management CO LLC Wayne, PA3.2MShares$103 Million9.64% of portfolio
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Morgan Stanley New York, NY3.02MShares$97.7 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.71MShares$87.6 Million0.01% of portfolio
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Foster & Motley Inc Cincinnati, OH2.05MShares$66.4 Million4.0% of portfolio