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 |
|---|---|---|---|---|---|---|---|---|---|
| ATMOS ENERGY CORP | COM | 651 | $201,726 | 1,800 | 0.00 | 1,800 | +Inf | 12-31-2022 | |
| GENERAC HLDGS INC | COM | 652 | $201,320 | 2,000 | 0.00 | 2,000 | +Inf | 12-31-2022 | |
| ISHARES TR | GLOBAL TECH ETF | 653 | $201,287 | 4,490 | 0.00 | 0.05 | -11,032 | -71.07 | 12-31-2022 |
| BARINGS BDC INC | COM | 654 | $195,600 | 24,000 | 0.00 | 24,000 | +Inf | 12-31-2022 |
