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 |
|---|---|---|---|---|---|---|---|---|---|
| INCYTE CORP | COM | 451 | $360,396 | 4,487 | 0.00 | 0.05 | -5,664 | -55.80 | 12-31-2022 |
| AIRBNB INC | COM CL A | 452 | $359,356 | 4,203 | 0.00 | 4,203 | +Inf | 12-31-2022 | |
| ISHARES TR | CORE DIV GRWTH | 453 | $355,250 | 7,105 | 0.00 | 7,105 | +Inf | 12-31-2022 | |
| DEVON ENERGY CORP NEW | COM | 454 | $349,254 | 5,678 | 0.00 | 5,678 | +Inf | 12-31-2022 |
