Steel Peak Wealth Management LLC

Q2 2023 13F Holdings

Location
Woodland Hills, CA
Holdings as of
6/30/2023
Value
$1.69B
Value excl. options
$1.67B
Num holdings
444
Date filed
8/2/2023
Form type
13F-HR
Prev filing
5/8/2023
Next filing
11/2/2023
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type