Steel Peak Wealth Management LLC Global X Fds Dow 30 Covered Ca Transaction History
Steel Peak Wealth Management LLC
- $2.49 Billion
- Q2 2025
A detailed history of Steel Peak Wealth Management LLC transactions in Global X Fds Dow 30 Covered Ca stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 41,491 shares of DJIA stock, worth $908,652. This represents 0.04% of its overall portfolio holdings.
Number of Shares
41,491
Previous 32,891
26.15%
Holding current value
$908,652
Previous $725,000
24.0%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DJIA
# of Institutions
49Shares Held
2.32MCall Options Held
100KPut Options Held
0-
J.W. Cole Advisors, Inc.569KShares$12.5 Million0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC548KShares$12 Million0.0% of portfolio
-
Xml Financial, LLC276KShares$6.05 Million0.53% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ187KShares$4.09 Million0.01% of portfolio
-
Mjp Associates Inc71.8KShares$1.57 Million0.25% of portfolio