Walled Lake Planning & Wealth Management, LLC Ishares Tr Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 13, 2020	SELL	$190.16 - $209.91 $7,606 - $8,396	-40 Closed	0 $0
Q2 2020 Aug 18, 2020	BUY	$153.14 - $206.37 $6,125 - $8,254	40 New	40 $8,000

Others Institutions Holding IHF

# of Institutions

220

Shares Held

6.25M

Call Options Held

5.1K

Put Options Held

Morgan Stanley New York, NY

772K
Shares

$37.2 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

749K
Shares

$36.1 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

417K
Shares

$20.1 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

336K
Shares

$16.2 Million
0.86% of portfolio
Lpl Financial LLC Fort Mill, SC

286K
Shares

$13.8 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IHF
Sector ETFs
Industry ETFs

More about IHF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.

Account