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

Walled Lake Planning & Wealth Management, LLC

$257 Million
Q2 2025

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

279

Shares Held

18.9M

Call Options Held

3.77M

Put Options Held

4.42M

Jpmorgan Chase & CO New York, NY

3.43M
Shares

$86.7 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

3.18M
Shares

$80.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.37M
Shares

$59.7 Million
0.0% of portfolio
Ubs Group Ag

1.35M
Shares

$34.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.09M
Shares

$27.4 Million
0.01% of portfolio

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About ARK GENOMIC REVOLUTION ETF (DE

Ticker ARKG
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