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
LYONDELLBASELL INDUSTRIES N SHS - A - 551 $253,075 3,048 0.00 3,048 +Inf 12-31-2022
KKR & CO INC COM 552 $253,002 5,450 0.00 0.02 5 0.09 12-31-2022
NOVO-NORDISK A S ADR 553 $248,670 1,837 0.00 1,837 +Inf 12-31-2022
TJX COS INC NEW COM 554 $247,317 3,107 0.00 3,107 +Inf 12-31-2022
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