Steel Peak Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Steel Peak Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$61.16 - $70.24 $1.22 Million - $1.4 Million	19,921 New	19,921 $1.4 Million
Q1 2021 May 18, 2021	SELL	$58.71 - $65.66 $210,123 - $234,997	-3,579 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$50.83 - $59.53 $181,920 - $213,057	3,579 New	3,579 $213,000
Q1 2020 Apr 16, 2020	SELL	$38.4 - $61.03 $128,870 - $204,816	-3,356 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$54.73 - $60.25 $183,673 - $202,199	3,356 New	3,356 $202,000

831

112M

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.