Walled Lake Planning & Wealth Management, LLC Ishares Expanded Tech Sector E Transaction History
Walled Lake Planning & Wealth Management, LLC
- $245 Million
- Q4 2024
A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 7,021 shares of IGM stock, worth $677,315. This represents 0.29% of its overall portfolio holdings.
Number of Shares
7,021
Previous 6,745
4.09%
Holding current value
$677,315
Previous $647,000
10.66%
% of portfolio
0.29%
Previous 0.26%
Shares
11 transactions
Others Institutions Holding IGM
# of Institutions
458Shares Held
27.5MCall Options Held
151KPut Options Held
15.2K-
Bank Of America Corp Charlotte, NC2.91MShares$281 Million0.03% of portfolio
-
Morgan Stanley New York, NY2.35MShares$227 Million0.02% of portfolio
-
Signature Estate & Investment Advisors LLC1.86MShares$179 Million4.81% of portfolio
-
Equitable Holdings, Inc. New York, NY1.85MShares$178 Million1.88% of portfolio
-
Royal Bank Of Canada Toronto, A61.22MShares$118 Million0.03% of portfolio