Steel Peak Wealth Management LLC First Trust Nasdaq Technology Transaction History
Steel Peak Wealth Management LLC
- $2.25 Billion
- Q3 2024
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 5,250 shares of TDIV stock, worth $418,215. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,250
Previous 3,750
40.0%
Holding current value
$418,215
Previous $283,000
48.76%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding TDIV
# of Institutions
340Shares Held
20.8MCall Options Held
7.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.26MShares$180 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.08MShares$165 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$139 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.19MShares$94.6 Million0.01% of portfolio
-
Ubs Group Ag1.02MShares$81.6 Million0.02% of portfolio