Steel Peak Wealth Management LLC Purchases in Q3 2024

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Ishares Bitcoin Trust ETF
2.34K
+ 23.15%
N/A
12.4K $0
Proshares Tr
8.89K
+ 64.38%
N/A
22.7K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
3.43K
New
N/A
3.43K $0
Creative Media & Cmnty Tr
25.9K
New
N/A
25.9K $0
HTGC
Hercules Capital, Inc.

Financial Services
1.12K
+ 3.94%
$17.71 - $21.67 $19.8K - $24.2K
29.5K $579K
WFC
Wells Fargo & Company

Financial Services
311
+ 4.44%
$51.58 - $60.97 $16K - $19K
7.32K $413K
APPF
Appfolio Inc

Technology
6
+ 0.6%
$204.33 - $270.02 $1.23K - $1.62K
1.01K $236K
NUE
Nucor Corp

Basic Materials
132
+ 3.49%
$137.77 - $166.14 $18.2K - $21.9K
3.91K $588K
ETSY
Etsy Inc

Consumer Cyclical
42
+ 1.02%
$51.5 - $65.47 $2.16K - $2.75K
4.14K $229K
FDX
Fedex Corp

Industrials
516
+ 8.61%
$254.64 - $313.52 $131K - $162K
6.51K $1.78M
EW
Edwards Lifesciences Corp

Healthcare
732
+ 24.95%
$59.7 - $93.78 $43.7K - $68.6K
3.67K $241K
XLE
Energy Sector Spdr

ETFs
173
+ 1.13%
$84.35 - $93.39 $14.6K - $16.2K
15.5K $1.36M
WM
Waste Management Inc

Industrials
33
+ 0.36%
$196.96 - $223.45 $6.5K - $7.37K
9.13K $1.89M
MCK
Mckesson Corp

Healthcare
443
+ 13.75%
$479.06 - $630.38 $212K - $279K
3.67K $1.81M
NVO
Novo Nordisk A S

Healthcare
84
+ 1.87%
$119.07 - $145.42 $10K - $12.2K
4.58K $545K
MRNA
Moderna, Inc.

Healthcare
204
+ 7.4%
$63.64 - $125.14 $13K - $25.5K
2.96K $197K
ASML
Asml Holding Nv

Technology
531
+ 15.87%
$749.82 - $1098.95 $398K - $584K
3.88K $3.23M
BA
Boeing CO

Industrials
663
+ 4.77%
$152.04 - $190.6 $101K - $126K
14.6K $2.22M
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.0%
$61.74 - $76.08 $123 - $152
75.8K $4.91M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.59K
+ 12.67%
$217.89 - $392.15 $346K - $624K
14.1K $3.96M
ADBE
Adobe Inc.

Technology
93
+ 0.39%
$508.13 - $586.55 $47.3K - $54.5K
23.9K $12.4M
AMAT
Applied Materials Inc

Technology
15.3K
+ 12.13%
$174.88 - $254.97 $2.68M - $3.91M
142K $28.7M
GOOG
Alphabet Inc.

Communication Services
598
+ 0.67%
$149.54 - $192.66 $89.4K - $115K
89.4K $15M
QCOM
Qualcomm Inc

Technology
12.4K
+ 9.18%
$156.12 - $209.64 $1.94M - $2.61M
148K $25.1M
Activity Summary
Buys All Purchases 275 New Holdings 66 Increased Positions 209 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 26 Puts 16
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