Walled Lake Planning & Wealth Management, LLC Ark Autonomous Technology & Ro 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	$77.73 - $85.84 $855 - $944	-11 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$76.84 - $99.2 $845 - $1,091	11 New	11 $1,000

Others Institutions Holding ARKQ

# of Institutions

171

Shares Held

2.25M

Call Options Held

33.3K

Put Options Held

Bank Of America Corp Charlotte, NC

316K
Shares

$23.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

291K
Shares

$21.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

192K
Shares

$14 Million
0.01% of portfolio
Prostatis Group LLC Hanover, MD

183K
Shares

$13.4 Million
4.79% of portfolio
Wells Fargo & Company San Francisco, CA

133K
Shares

$9.72 Million
0.0% of portfolio

View Full List

About ARK AUTONOMOUS TECHNOLOGY & RO

Ticker ARKQ
Sector ETFs
Industry ETFs

More about ARKQ

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