Walled Lake Planning & Wealth Management, LLC Vanguard Total International B 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
Q2 2020 Aug 18, 2020	SELL	$56.12 - $57.76 $8,025 - $8,259	-143 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$54.96 - $58.4 $7,859 - $8,351	143 New	143 $8,000

Others Institutions Holding BNDX

# of Institutions

918

Shares Held

657M

Call Options Held

Put Options Held

355K

Jpmorgan Chase & CO New York, NY

222M
Shares

$11.1 Billion
0.92% of portfolio
Bank Of America Corp Charlotte, NC

111M
Shares

$5.55 Billion
0.47% of portfolio
Envestnet Asset Management Inc

58.1M
Shares

$2.91 Billion
0.97% of portfolio
Vanguard Group Inc Valley Forge, PA

53M
Shares

$2.65 Billion
0.05% of portfolio
Mercer Global Advisors Inc Denver, CO

21.6M
Shares

$1.08 Billion
2.38% of portfolio

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