Steel Peak Wealth Management LLC Spdr Tr Ser Spdr S&P Semicondu Transaction History

Steel Peak Wealth Management LLC

$2.41 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 02, 2023	BUY	$190.05 - $231.97 $811,133 - $990,047	4,268 New	4,268 $836,000

Others Institutions Holding XSD

# of Institutions

245

Shares Held

2.23M

Call Options Held

40.8K

Put Options Held

28.4K

Lpl Financial LLC Fort Mill, SC

271K
Shares

$46.8 Million
0.03% of portfolio
Morgan Stanley New York, NY

195K
Shares

$33.6 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

115K
Shares

$19.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

95.9K
Shares

$16.6 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

73.5K
Shares

$12.7 Million
0.0% of portfolio

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