Walled Lake Planning & Wealth Management, LLC Barclays Bank PLC Put Options Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding CAPE

# of Institutions

Shares Held

11.6M

Call Options Held

Put Options Held

International Assets Investment Management, LLC Orlando, FL

2.4M
Shares

$75.7 Million
0.22% of portfolio
Ubs Group Ag

2.27M
Shares

$71.4 Million
0.01% of portfolio
Waddell & Associates, LLC

1.97M
Shares

$62.2 Million
7.17% of portfolio
Socha Financial Group, LLC Corning, NY

1.85M
Shares

$58.4 Million
23.77% of portfolio
Evensky & Katz LLC

591K
Shares

$18.6 Million
1.14% of portfolio

View Full List

About BARCLAYS BANK PLC

Ticker CAPE
Exchange NYSE
Sector ETFs
Industry ETFs

More about CAPE

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