Steel Peak Wealth Management LLC Sells in Q3 2024

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SQ
Block, Inc.

Technology
-5.34K
- 37.16%
$57.21 - $72.07 $305K - $385K
9.03K $605K
UBER
Uber Technologies, Inc

Technology
-6.37K
- 8.25%
$58.48 - $77.47 $373K - $494K
70.9K $5.33M
CDNS
Cadence Design Systems Inc

Technology
-377
- 8.4%
$246.84 - $321.11 $93.1K - $121K
4.11K $1.11M
AMEH
Apollo Medical Holdings, Inc.

Healthcare
-7.19K
- 1.05%
N/A
680K $25M
ALGN
Align Technology Inc

Healthcare
-1.08K
- 53.28%
$204.03 - $257.2 $220K - $278K
946 $240K
FCX
Freeport Mcmoran Inc

Basic Materials
-4.82K
- 52.32%
$39.52 - $51.92 $190K - $250K
4.39K $219K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-3.86K
- 20.94%
$61.47 - $67.36 $237K - $260K
14.6K $979K
PINS
Pinterest, Inc.

Communication Services
-35
- 0.22%
$28.66 - $43.51 $1K - $1.52K
16.1K $521K
AXON
Axon Enterprise, Inc.

Industrials
-854
- 57.01%
$286.16 - $399.6 $244K - $341K
644 $257K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-1.07K
- 30.2%
$233.81 - $287.01 $250K - $307K
2.48K $680K
TFC
Truist Financial Corp

Financial Services
-12.9K
- 11.91%
$38.22 - $44.94 $492K - $579K
95.2K $4.07M
LLY
Eli Lilly & CO

Healthcare
-18
- 0.31%
$772.14 - $960.02 $13.9K - $17.3K
5.71K $5.06M
HOOD
Robinhood Markets, Inc.

Technology
-5.4K
- 27.87%
$16.42 - $24.63 $88.7K - $133K
14K $327K
DFS
Discover Financial Services

Financial Services
-2.68K
- 9.64%
$123.41 - $144.72 $331K - $388K
25.1K $3.53M
RBLX
Roblox Corp

Communication Services
-4.17K
- 37.89%
$36.18 - $47.64 $151K - $199K
6.83K $302K
FDS
Factset Research Systems Inc

Financial Services
-511
- 19.44%
$397.04 - $469.48 $203K - $240K
2.12K $973K
UAL
United Airlines Holdings, Inc.

Industrials
-2.38K
- 40.26%
$37.88 - $58.85 $90.1K - $140K
3.53K $201K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.1K
- 35.48%
$95.1 - $106.76 $105K - $117K
2K $213K
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
-20.8K
- 16.96%
$7.95 - $7.95 $166K - $166K
102K $810K
BXSL
Blackstone Secured Lending Fund

Financial Services
-2K
- 11.38%
$28.75 - $31.59 $57.4K - $63.1K
15.6K $455K
SUB
Ishares Short Term National Mu

ETFs
-1.15K
- 4.08%
$104.3 - $106.3 $120K - $122K
27K $2.87M
SHEL
Shell PLC

Energy
-520
- 8.1%
$65.65 - $73.28 $34.1K - $38.1K
5.9K $388K
PATH
Ui Path, Inc.

Technology
-6.09K
- 18.27%
$10.75 - $13.24 $65.5K - $80.7K
27.3K $348K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.63K
- 4.42%
$47.01 - $48.2 $123K - $127K
56.8K $2.74M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-5.24K
- 4.29%
$23.57 - $24.19 $124K - $127K
117K $2.82M
IVW
Ishares S&P 500 Growth ETF

ETFs
-11.6K
- 3.57%
$84.77 - $97.13 $981K - $1.12M
313K $29.9M
STWD
Starwood Property Trust, Inc.

Real Estate
-5.1K
- 20.54%
$18.75 - $21.11 $95.6K - $108K
19.7K $402K
ORCC
Owl Rock Capital Corp

Financial Services
-4.85K
- 11.87%
N/A
36K $482K
EFG
Msci Eafe Growth ETF

ETFs
-10.7K
- 5.25%
$96.84 - $108.77 $1.03M - $1.16M
192K $20.7M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-5.12K
- 6.97%
$26.01 - $27.41 $133K - $140K
68.4K $1.87M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-2.49K
- 3.98%
$45.6 - $46.83 $113K - $116K
60K $2.81M
NLOK
Norton Life Lock Inc.

Technology
-1.99K
- 2.32%
N/A
83.7K $1.8M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.08K
- 4.79%
$48.06 - $49.39 $52K - $53.4K
21.5K $1.06M
ZS
Zscaler, Inc.

Technology
-10
- 0.75%
$155.9 - $204.47 $1.56K - $2.04K
1.33K $227K
VIG
Vanguard Dividend Appreciation

ETFs
-136
- 1.21%
$182.15 - $182.15 $24.8K - $24.8K
11.1K $2.03M
AMD
Advanced Micro Devices Inc

Technology
-3.09K
- 1.21%
$128.67 - $183.96 $397K - $568K
253K $41.5M
HPQ
Hp Inc

Technology
-943
- 13.24%
$32.02 - $38.11 $30.2K - $35.9K
6.18K $221K
GRMN
Garmin LTD

Technology
-1.12K
- 8.65%
$161.1 - $183.29 $180K - $205K
11.8K $2.07M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-745
- 13.18%
$41.95 - $43.42 $31.3K - $32.3K
4.91K $213K
MUB
Ishares National Muni Bond ETF

ETFs
-775
- 2.55%
$106.13 - $108.7 $82.3K - $84.2K
29.7K $3.22M
NET
Cloudflare, Inc.

Technology
-3
- 0.03%
$74.4 - $86.96 $223 - $261
10K $811K
IXN
Ishares Global Information Tec

ETFs
-218
- 7.15%
$73.0 - $87.81 $15.9K - $19.1K
2.83K $233K
PWZ
Invesco California Amt Free Mu

ETFs
-2.61K
- 2.19%
$24.63 - $25.25 $64.4K - $66K
117K $2.93M
LDOS
Leidos Holdings, Inc.

Technology
-574
- 12.53%
$142.66 - $163.02 $81.9K - $93.6K
4.01K $653K
ITM
Vaneck Intermediate Muni ETF

ETFs
-1.79K
- 2.89%
$45.67 - $47.0 $81.9K - $84.3K
60.3K $2.83M
ARCC
Ares Capital Corp

Financial Services
-864
- 1.89%
$19.8 - $21.28 $17.1K - $18.4K
44.8K $938K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-162
- 7.59%
$116.79 - $133.54 $18.9K - $21.6K
1.97K $259K
EPD
Enterprise Products Partners L.P.

Energy
-500
- 1.47%
$27.88 - $30.0 $13.9K - $15K
33.4K $972K
D
Dominion Energy, Inc

Utilities
-2.91K
- 15.87%
$48.01 - $58.53 $140K - $170K
15.4K $892K
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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