Steel Peak Wealth Management LLC SCHWAB CHARLES FAMILY FD Transaction History

Steel Peak Wealth Management LLC

  • $1.98 Billion
  • Q1 2024
Number of Shares
750,000
Previous 1,208,000 37.91%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
N/A
-458,000 Reduced 37.91%
750,000 $0
Q4 2023

Jan 23, 2024
BUY
N/A
16,016 Added 1.34%
1,208,000 $0
Q3 2023

Nov 02, 2023
SELL
N/A
-218,016 Reduced 15.46%
1,191,984 $0
Q1 2023

May 05, 2023
BUY
N/A
1,410,000 New
1,410,000 $0
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