Walled Lake Planning & Wealth Management, LLC Voya Infrastructure, Industrials & Materials Fund Transaction History

Walled Lake Planning & Wealth Management, LLC

$245 Million
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$10.33 - $12.38 $61 - $74	-6 Closed	0 $0
Q4 2020 Feb 19, 2021	SELL	$8.8 - $10.82 $61 - $75	-7 Reduced 53.85%	6 $0
Q3 2020 Nov 13, 2020	BUY	$8.73 - $9.68 $8 - $9	1 Added 8.33%	13 $0
Q1 2020 May 15, 2020	BUY	$6.54 - $11.78 $78 - $141	12 New	12 $0

Others Institutions Holding IDE

# of Institutions

Shares Held

3.05M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

835K
Shares

$8.75 Million
0.0% of portfolio
Invesco Ltd. Atlanta, GA

314K
Shares

$3.29 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

229K
Shares

$2.39 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

167K
Shares

$1.75 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

161K
Shares

$1.68 Million
0.0% of portfolio

View Full List

About Voya Infrastructure, Industrials & Materials Fund

Ticker IDE
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Voya Infrastructure, Industrials and Materials Fund is a closed-ended equity mutual fund launched by Voya Investment Management LLC. The fund is co-managed by Voya Investments, LLC and Voya Investment Management Co. LLC. It invests in public equity markets across the globe. The fund seeks to invest in stocks of companies operating in the infrast...

More about IDE

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