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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
AES CORP | COM | 251 | $875,052 | 30,426 | 0.00 | 0.05 | -881 | -2.81 | 12-31-2022 |
AEROVIRONMENT INC | COM | 252 | $869,620 | 10,152 | 0.00 | 0.07 | -700 | -6.45 | 12-31-2022 |
CORTEVA INC | COM | 253 | $861,538 | 14,657 | 0.00 | 14,657 | +Inf | 12-31-2022 | |
TARGET CORP | COM | 254 | $848,850 | 5,695 | 0.00 | 0.05 | 827 | 16.99 | 12-31-2022 |