Walled Lake Planning & Wealth Management, LLC Apollo Tactical Income Fund Inc. Transaction History

Walled Lake Planning & Wealth Management, LLC

$245 Million
Q4 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	BUY	$12.51 - $14.51 $45,411 - $52,671	3,630 Added 18.19%	23,590 $329,000
Q3 2023 Nov 14, 2023	BUY	$12.63 - $13.54 $48,372 - $51,858	3,830 Added 23.74%	19,960 $266,000
Q2 2023 Aug 11, 2023	BUY	$12.0 - $12.69 $193,560 - $204,689	16,130 New	16,130 $204,000
Q1 2021 May 17, 2021	SELL	$14.24 - $14.95 $768 - $807	-54 Closed	0 $0
Q4 2020 Feb 19, 2021	SELL	$12.51 - $14.48 $650 - $752	-52 Reduced 49.06%	54 $1,000
Q3 2020 Nov 13, 2020	BUY	$12.2 - $13.01 $24 - $26	2 Added 1.92%	106 $1,000
Q2 2020 Aug 18, 2020	BUY	$10.42 - $12.79 $20 - $25	2 Added 1.96%	104 $1,000
Q1 2020 May 15, 2020	BUY	$8.85 - $15.85 $902 - $1,616	102 New	102 $1,000

Others Institutions Holding AIF

# of Institutions

Shares Held

342K

Call Options Held

Put Options Held

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About Apollo Tactical Income Fund Inc.

Ticker AIF
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Apollo Tactical Income Fund Inc. is a closed-ended fixed income fund launched and managed by Apollo Credit Management, LLC. The fund invests in fixed income markets. It primarily invests in senior secured loans including floating rate senior loans, high yield corporate bonds, and other credit instruments of varying maturities made to companies w...

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