Walled Lake Planning & Wealth Management, LLC Double Line Yield Opportunities Fund Transaction History
Walled Lake Planning & Wealth Management, LLC
- $226 Million
- Q1 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 33,942 shares of DLY stock, worth $546,805. This represents 0.24% of its overall portfolio holdings.
Number of Shares
33,942
Previous 24,172
40.42%
Holding current value
$546,805
Previous $359,000
50.7%
% of portfolio
0.24%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DLY
# of Institutions
79Shares Held
9.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.06MShares$33.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.35MShares$21.8 Million0.01% of portfolio
-
Ubs Group Ag1.21MShares$19.4 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6882KShares$14.2 Million0.0% of portfolio
-
Herr Investment Group LLC Austin, TX606KShares$9.76 Million0.48% of portfolio
About DoubleLine Yield Opportunities Fund
- Ticker DLY
- Exchange NYSE
- Sector N/A
- Industry N/A