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 |
|---|---|---|---|---|---|---|---|---|---|
| ALTRIA GROUP INC | COM | 201 | $1,228,675 | 26,344 | 0.00 | 0.08 | 251 | 0.96 | 12-31-2022 |
| TRAVELERS COMPANIES INC | COM | 202 | $1,183,062 | 6,310 | 0.00 | 0.09 | -1,553 | -19.75 | 12-31-2022 |
| OCCIDENTAL PETE CORP | COM | 203 | $1,175,256 | 18,624 | 0.00 | 0.14 | -11,279 | -37.72 | 12-31-2022 |
| PUBLIC STORAGE | COM | 204 | $1,151,581 | 4,110 | 0.00 | 0.08 | 581 | 16.46 | 12-31-2022 |
