Steel Peak Wealth Management LLC First Trust Nasdaq Technology Transaction History
Steel Peak Wealth Management LLC
- $2.41 Billion
- Q4 2024
A detailed history of Steel Peak Wealth Management LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 5,900 shares of TDIV stock, worth $405,625. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,900
Previous 5,250
12.38%
Holding current value
$405,625
Previous $421,000
9.74%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding TDIV
# of Institutions
360Shares Held
22.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.25MShares$155 Million0.07% of portfolio
-
Morgan Stanley New York, NY2.09MShares$144 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.69MShares$116 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.38MShares$94.8 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.23MShares$84.5 Million0.04% of portfolio