Walled Lake Planning & Wealth Management, LLC Ark Genomic Revolution ETF (De Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	$73.87 - $92.86 $664 - $835	-9 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$81.74 - $112.47 $735 - $1,012	9 New	9 $1,000

Others Institutions Holding ARKG

# of Institutions

287

Shares Held

24.5M

Call Options Held

3.02M

Put Options Held

2.65M

Jpmorgan Chase & CO New York, NY

2.96M
Shares

$70 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.9M
Shares

$68.7 Million
0.01% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

2.43M
Shares

$57.5 Million
2.95% of portfolio
Goldman Sachs Group Inc New York, NY

1.81M
Shares

$42.9 Million
0.01% of portfolio
Citigroup Inc

1.68M
Shares

$39.8 Million
0.03% of portfolio

View Full List

About ARK GENOMIC REVOLUTION ETF (DE

Ticker ARKG
Sector ETFs
Industry ETFs

More about ARKG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.

Account