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First Tr Exchange-traded shares owned by Steel Peak Wealth Management

Quarter-by-quarter ownership of First Tr Exchange-traded (RDVI) shares owned by Steel Peak Wealth Management from 13F filings

Historical chart of Steel Peak Wealth Management investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $354k 15k 24.48

More positions owned by Steel Peak Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Advanced Micro Devices (AMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Astrana Health Com New (ASTH)
salesforce (CRM)
Broadcom (AVGO)

View all positions for Steel Peak Wealth Management

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Royal Bank of Canada
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Echo Wealth Management
Janney Montgomery Scott
Cedrus
Ergawealth Advisors

View all funds holding First Tr Exchange-traded