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 |
---|---|---|---|---|---|---|---|---|---|
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 |