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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHS | COM | 51 | $7,968,788 | 56,560 | 0.00 | 0.77 | -30,258 | -34.85 | 12-31-2022 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 52 | $7,825,248 | 23,567 | 0.00 | 0.49 | 812 | 3.57 | 12-31-2022 |
| ISHARES TR | MSCI EAFE ETF | 53 | $7,685,947 | 117,092 | 0.00 | 0.57 | -20,831 | -15.10 | 12-31-2022 |
| HERBALIFE NUTRITION LTD | COM SHS | 54 | $7,440,000 | 500,000 | 0.00 | 0.74 | 0 | 0.00 | 12-31-2022 |
