Walled Lake Planning & Wealth Management, LLC Global X Fds Global X Autonomo Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$26.95 - $32.11 $8,111 - $9,665	-301 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$26.72 - $29.15 $26 - $29	1 Added 0.33%	301 $8,000
Q1 2021 May 17, 2021	BUY	$24.01 - $28.34 $7,203 - $8,502	300 New	300 $8,000

Others Institutions Holding DRIV

# of Institutions

157

Shares Held

4.23M

Call Options Held

3.1K

Put Options Held

2.9K

Bank Of America Corp Charlotte, NC

834K
Shares

$19.8 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

479K
Shares

$11.4 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

344K
Shares

$8.15 Million
0.0% of portfolio
Cx Institutional

213K
Shares

$5.04 Million
0.22% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

168K
Shares

$3.98 Million
0.15% of portfolio

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