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

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$22.0 - $25.14 $123,596 - $141,236	5,618 Added 4.93%	119,668 $2.77 Million
Q4 2022 Feb 13, 2023	BUY	$20.4 - $23.77 $2.33 Million - $2.71 Million	114,050 New	114,050 $2.56 Million

Others Institutions Holding IYZ

# of Institutions

125

Shares Held

6.95M

Call Options Held

33.7K

Put Options Held

4.3K

Morgan Stanley New York, NY

1.71M
Shares

$43.3 Million
0.0% of portfolio
Barclays PLC London, X0

500K
Shares

$12.6 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

401K
Shares

$10.1 Million
0.0% of portfolio
Orion Portfolio Solutions, LLC

395K
Shares

$9.99 Million
0.1% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

326K
Shares

$8.25 Million
0.01% of portfolio

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About ISHARES TR US TELECOMMUNICATIO

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