Steel Peak Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History

Steel Peak Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$23.04 - $24.89 $779,074 - $841,630	33,814 New	33,814 $838,000
Q2 2020 Jul 21, 2020	SELL	$19.87 - $25.05 $218,013 - $274,848	-10,972 Closed	0 $0
Q1 2020 Apr 16, 2020	SELL	$18.68 - $28.22 $7.03 Million - $10.6 Million	-376,481 Reduced 97.17%	10,972 $227,000
Q4 2019 Feb 06, 2020	BUY	$24.83 - $27.51 $9.62 Million - $10.7 Million	387,453 New	387,453 $10.6 Million

780

141M

28.1K

200

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

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