Steel Peak Wealth Management LLC First Trust Nasdaq Technology Transaction History

Steel Peak Wealth Management LLC

  • $2.49 Billion
  • Q2 2025

A detailed history of Steel Peak Wealth Management LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 9,212 shares of TDIV stock, worth $838,015. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,212
Previous 8,656 6.42%
Holding current value
$838,015
Previous $637,000 30.3%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$64.41 - $90.17 $35,811 - $50,134
556 Added 6.42%
9,212 $830,000
Q1 2025

Apr 30, 2025
BUY
$73.39 - $83.95 $202,262 - $231,366
2,756 Added 46.71%
8,656 $637,000
Q4 2024

Jan 22, 2025
BUY
$78.03 - $82.13 $50,719 - $53,384
650 Added 12.38%
5,900 $462,000
Q3 2024

Oct 25, 2024
BUY
$70.51 - $81.07 $105,765 - $121,604
1,500 Added 40.0%
5,250 $421,000
Q2 2024

Jul 16, 2024
BUY
$65.21 - $77.8 $244,537 - $291,750
3,750 New
3,750 $283,000

Others Institutions Holding TDIV

# of Institutions
380
Shares Held
23M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST NASDAQ TECHNOLOGY

TDIV Quotes by TradingView
  • Ticker TDIV
  • Sector ETFs
  • Industry ETFs
More about TDIV
Track This Portfolio

Track Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email