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 |
|---|---|---|---|---|---|---|---|---|---|
| APA CORPORATION | COM | 601 | $224,064 | 4,800 | 0.00 | 4,800 | +Inf | 12-31-2022 | |
| MARKETAXESS HLDGS INC | COM | 602 | $223,112 | 800 | 0.00 | 800 | +Inf | 12-31-2022 | |
| FRANKLIN RESOURCES INC | COM | 603 | $222,511 | 8,340 | 0.00 | 8,340 | +Inf | 12-31-2022 | |
| SUPER MICRO COMPUTER INC | COM | 604 | $221,670 | 2,700 | 0.00 | 2,700 | +Inf | 12-31-2022 |
