Walled Lake Planning & Wealth Management, LLC Ark ETF Tr Innovation ETF (De) Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	$109.72 - $129.16 $658 - $774	-6 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$110.26 - $156.58 $661 - $939	6 New	6 $1,000

Others Institutions Holding ARKK

# of Institutions

689

Shares Held

51.3M

Call Options Held

15.5M

Put Options Held

12.8M

Morgan Stanley New York, NY

4.29M
Shares

$226 Million
0.01% of portfolio
Jpmorgan Chase & CO New York, NY

3.89M
Shares

$205 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.64M
Shares

$139 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.61M
Shares

$138 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.34M
Shares

$123 Million
0.05% of portfolio

View Full List

About ARK ETF TR INNOVATION ETF (DE)

Ticker ARKK
Sector ETFs
Industry ETFs

More about ARKK

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