Walled Lake Planning & Wealth Management, LLC Double Line Yield Opportunities Fund Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $246 Million
  • Q3 2024

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Double Line Yield Opportunities Fund stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 40,142 shares of DLY stock, worth $642,272. This represents 0.27% of its overall portfolio holdings.

Number of Shares
40,142
Previous 33,942 18.27%
Holding current value
$642,272
Previous $535,000 24.3%
% of portfolio
0.27%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$15.67 - $16.79 $97,154 - $104,098
6,200 Added 18.27%
40,142 $665,000
Q1 2024

May 13, 2024
BUY
$14.7 - $15.94 $143,619 - $155,733
9,770 Added 40.42%
33,942 $541,000
Q4 2023

Feb 13, 2024
BUY
$13.65 - $15.05 $96,027 - $105,876
7,035 Added 41.05%
24,172 $359,000
Q3 2023

Nov 14, 2023
BUY
$14.02 - $15.18 $240,260 - $260,139
17,137 New
17,137 $252,000

Others Institutions Holding DLY

# of Institutions
78
Shares Held
12.1M
Call Options Held
0
Put Options Held
0
View Full List

About DoubleLine Yield Opportunities Fund

DLY Quotes by TradingView
  • Ticker DLY
  • Exchange NYSE
  • Sector N/A
  • Industry N/A
More about DLY
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