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 |
|---|---|---|---|---|---|---|---|---|---|
| STATE STR CORP | COM | 501 | $295,440 | 3,778 | 0.00 | 0.02 | 0 | 0.00 | 12-31-2022 |
| SOUTHERN CO | COM | 502 | $295,066 | 4,132 | 0.00 | 0.02 | 0 | 0.00 | 12-31-2022 |
| TECK RESOURCES LTD | CL B | 503 | $294,996 | 7,800 | 0.00 | 7,800 | +Inf | 12-31-2022 | |
| WILLIAMS COS INC | COM | 504 | $286,362 | 8,704 | 0.00 | 0.02 | -116 | -1.32 | 12-31-2022 |
