Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEEL PEAK WEALTH MANAGEMENT LLC | 01-18-2023 | 12-31-2022 | 409 | 1,363,020,273 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ROPER TECHNOLOGIES INC | COM | 151 | $1,742,619 | 4,033 | 0.00 | 0.11 | -140 | -3.35 | 12-31-2022 |
| AMERIPRISE FINL INC | COM | 152 | $1,701,948 | 5,466 | 0.00 | 5,466 | +Inf | 12-31-2022 | |
| INVESCO EXCHANGE TRADED FD T | DIVID ACHIEVEV | 153 | $1,682,513 | 46,071 | 0.00 | 0.04 | 28,476 | 161.84 | 12-31-2022 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 154 | $1,665,282 | 22,338 | 0.00 | 0.24 | -26,577 | -54.33 | 12-31-2022 |
