Steel Peak Wealth Management LLC First Trust Nasdaq Technology Transaction History

Steel Peak Wealth Management LLC

  • $2.36 Billion
  • Q1 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 8,656 shares of TDIV stock, worth $690,575. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,656
Previous 5,900 46.71%
Holding current value
$690,575
Previous $462,000 37.88%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
367
Shares Held
22.9M
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
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