Walled Lake Planning & Wealth Management, LLC Ishares S&P 100 ETF 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 S&P 100 ETF stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 7,127 shares of OEF stock, worth $1.9 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
7,127
Previous 7,112 0.21%
Holding current value
$1.9 Million
Previous $1.89 Million 0.16%
% of portfolio
0.77%
Previous 0.77%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
N/A
15 Added 0.21%
7,127 $1.9 Million
Q3 2024

Nov 14, 2024
SELL
$266.03 - $266.03 $798 - $798
-3 Reduced 0.04%
7,112 $1.89 Million
Q2 2024

Aug 12, 2024
BUY
$234.68 - $265.99 $14,080 - $15,959
60 Added 0.85%
7,115 $1.88 Million
Q1 2024

May 13, 2024
BUY
$219.81 - $247.98 $19,782 - $22,318
90 Added 1.29%
7,055 $1.75 Million
Q4 2023

Feb 13, 2024
BUY
$193.71 - $224.12 $7,748 - $8,964
40 Added 0.58%
6,965 $1.56 Million
Q3 2023

Nov 14, 2023
SELL
$199.84 - $214.2 $2,597 - $2,784
-13 Reduced 0.19%
6,925 $1.39 Million
Q2 2023

Aug 11, 2023
BUY
$185.57 - $207.06 $5,752 - $6,418
31 Added 0.45%
6,938 $1.44 Million
Q1 2023

May 12, 2023
SELL
$168.71 - $187.04 $12,147 - $13,466
-72 Reduced 1.03%
6,907 $1.29 Million
Q4 2022

Feb 13, 2023
BUY
$161.29 - $182.62 $1.13 Million - $1.27 Million
6,979 New
6,979 $1.19 Million

Others Institutions Holding OEF

# of Institutions
910
Shares Held
85.6M
Call Options Held
39.6K
Put Options Held
40K
View Full List

About ISHARES S&P 100 ETF

OEF Quotes by TradingView
  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
Track This Portfolio

Track Walled Lake Planning & Wealth Management, LLC Portfolio

Follow Walled Lake Planning & Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email