Walled Lake Planning & Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$84.55 - $96.02 $8.13 Million - $9.24 Million	96,207 New	96,207 $8.66 Million

Others Institutions Holding IWL

# of Institutions

164

Shares Held

7.09M

Call Options Held

Put Options Held

Tompkins Financial Corp

1.01M
Shares

$145 Million
13.68% of portfolio
Morgan Stanley New York, NY

743K
Shares

$107 Million
0.01% of portfolio
Gilbert & Cook, Inc.

507K
Shares

$72.9 Million
9.92% of portfolio
Bank Of America Corp Charlotte, NC

412K
Shares

$59.3 Million
0.0% of portfolio
Mc Kinley Carter Wealth Services, Inc.

377K
Shares

$54.2 Million
3.28% of portfolio

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
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