Walled Lake Planning & Wealth Management, LLC Ishares S&P 100 ETF Transaction History
Walled Lake Planning & Wealth Management, LLC
- $246 Million
- Q3 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 7,112 shares of OEF stock, worth $1.89 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
7,112
Previous 7,115
0.04%
Holding current value
$1.89 Million
Previous $1.88 Million
0.64%
% of portfolio
0.77%
Previous 0.83%
Shares
8 transactions
Others Institutions Holding OEF
# of Institutions
839Shares Held
35.9MCall Options Held
9.9KPut Options Held
26.4K-
Bank Of America Corp Charlotte, NC5.87MShares$1.56 Billion0.13% of portfolio
-
Fifth Third Bancorp2.37MShares$630 Million2.3% of portfolio
-
Cresset Asset Management, LLC Chicago, IL2.21MShares$588 Million2.29% of portfolio
-
Jones Financial Companies Lllp1.88MShares$501 Million0.51% of portfolio
-
Jpmorgan Chase & CO New York, NY1.49MShares$398 Million0.03% of portfolio