Steel Peak Wealth Management LLC Ishares Barclays 10 20 Yr Trea Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 02, 2023	BUY	$108.81 - $116.4 $35,689 - $38,179	328 Added 0.83%	39,861 $4.42 Million
Q1 2023 May 05, 2023	SELL	$106.93 - $116.34 $365,486 - $397,650	-3,418 Reduced 7.96%	39,533 $4.53 Million
Q4 2022 Jan 25, 2023	BUY	$101.35 - $115.41 $1.16 Million - $1.32 Million	11,439 Added 36.3%	42,951 $0
Q3 2022 Oct 26, 2022	BUY	$107.15 - $125.14 $150,224 - $175,446	1,402 Added 4.66%	31,512 $3.43 Million
Q2 2022 Aug 02, 2022	BUY	$114.64 - $134.55 $957,931 - $1.12 Million	8,356 Added 38.41%	30,110 $3.62 Million
Q1 2022 May 10, 2022	BUY	$131.9 - $145.68 $2.49 Million - $2.75 Million	18,885 Added 658.24%	21,754 $2.93 Million
Q4 2021 Jan 31, 2022	BUY	$144.34 - $152.13 $71,448 - $75,304	495 Added 20.85%	2,869 $426,000
Q3 2021 Nov 15, 2021	BUY	$146.76 - $153.14 $348,408 - $363,554	2,374 New	2,374 $349,000

Others Institutions Holding TLH

# of Institutions

508

Shares Held

62.9M

Call Options Held

29.2K

Put Options Held

16.6K

Bank Of America Corp Charlotte, NC

9.79M
Shares

$1.02 Billion
0.09% of portfolio
Forum Financial Management, LP Lombard, IL

7.14M
Shares

$745 Million
14.89% of portfolio
Wells Fargo & Company San Francisco, CA

3.86M
Shares

$403 Million
0.1% of portfolio
Envestnet Asset Management Inc

3.45M
Shares

$360 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.97M
Shares

$310 Million
0.09% of portfolio

About ISHARES BARCLAYS 10-20 YR TREA

Ticker TLH
Sector ETFs
Industry ETFs

Track This Portfolio

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.