Steel Peak Wealth Management LLC Ishares Barclays 10 20 Yr Trea Transaction History
Steel Peak Wealth Management LLC
- $2.12 Billion
- Q2 2024
Shares
8 transactions
Others Institutions Holding TLH
# of Institutions
478Shares Held
65.8MCall Options Held
27.5KPut Options Held
18.1K-
Bank Of America Corp Charlotte, NC11MShares$1.15 Billion0.1% of portfolio
-
Forum Financial Management, LP Lombard, IL6.92MShares$730 Million14.65% of portfolio
-
Envestnet Asset Management Inc4.9MShares$517 Million0.18% of portfolio
-
Wells Fargo & Company San Francisco, CA3.73MShares$393 Million0.09% of portfolio
-
Truist Financial Corp3.25MShares$342 Million0.51% of portfolio