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

116

Shares Held

7.71M

Call Options Held

60.4K

Put Options Held

Morgan Stanley New York, NY

1.68M
Shares

$45.1 Million
0.0% of portfolio
Citigroup Inc

1.17M
Shares

$31.4 Million
0.02% of portfolio
Barclays PLC London, X0

500K
Shares

$13.4 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

410K
Shares

$11 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

389K
Shares

$10.4 Million
0.1% of portfolio

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About ISHARES TR US TELECOMMUNICATIO

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