Steel Peak Wealth Management LLC Global X Fds S&P 500 Risk Mana Call Options Transaction History

Steel Peak Wealth Management LLC

$2.36 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XRMI

# of Institutions

20

Shares Held

875K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

297K
Shares

$5.3 Million
0.0% of portfolio
Envestnet Asset Management Inc

120K
Shares

$2.14 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

108K
Shares

$1.92 Million
0.0% of portfolio
Principal Securities, Inc. Des Moines, IA

95.4K
Shares

$1.7 Million
0.04% of portfolio
Kingsview Wealth Management, LLC Grants Pass, OR

78.9K
Shares

$1.41 Million
0.03% of portfolio

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