Steel Peak Wealth Management LLC VANGUARD CALIF TAX FREE FDS Transaction History

Steel Peak Wealth Management LLC

  • $2.49 Billion
  • Q2 2025
Number of Shares
22,245
Previous 27,394 18.8%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
N/A
-5,149 Reduced 18.8%
22,245 $0
Q4 2024

Jan 22, 2025
BUY
N/A
27,394 New
27,394 $0
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