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 |
---|
Others Institutions Holding CAPE
# of Institutions
36Shares Held
9.48MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.27MShares$69.2 Million0.01% of portfolio
-
Waddell & Associates, LLC1.97MShares$60.3 Million7.17% of portfolio
-
Socha Financial Group, LLC Corning, NY1.85MShares$56.5 Million23.77% of portfolio
-
Evensky & Katz LLC591KShares$18 Million1.14% of portfolio
-
Foundations Investment Advisors, LLC279KShares$8.53 Million0.17% of portfolio