Steel Peak Wealth Management LLC Global X Fds Adaptive U S Fact Transaction History
Steel Peak Wealth Management LLC
- $2.85 Billion
- Q3 2025
A detailed history of Steel Peak Wealth Management LLC transactions in Global X Fds Adaptive U S Fact stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 6,435 shares of AUSF stock, worth $291,441. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,435
Previous 9,529
32.47%
Holding current value
$291,441
Previous $425,000
29.65%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding AUSF
# of Institutions
87Shares Held
13MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.63MShares$210 Million0.35% of portfolio
-
Waddell & Associates, LLC1.54MShares$69.8 Million6.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC950KShares$43 Million0.01% of portfolio
-
Bogart Wealth, LLC928KShares$42 Million1.76% of portfolio
-
Commonwealth Equity Services, LLC672KShares$30.4 Million0.04% of portfolio