Walled Lake Planning & Wealth Management, LLC Invesco Exchange Traded Self I 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
Q2 2024 Aug 12, 2024	BUY	$51.23 - $54.89 $9.2 Million - $9.85 Million	179,518 New	179,518 $9.42 Million

Others Institutions Holding OMFL

# of Institutions

283

Shares Held

86.8M

Call Options Held

149K

Put Options Held

Invesco Ltd. Atlanta, GA

22.5M
Shares

$1.21 Billion
0.24% of portfolio
Balentine LLC Atlanta, GA

5.67M
Shares

$306 Million
11.83% of portfolio
Arizona Psprs Trust Phoenix, AZ

5.37M
Shares

$290 Million
11.31% of portfolio
Morgan Stanley New York, NY

5.01M
Shares

$271 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

4.69M
Shares

$254 Million
0.11% of portfolio

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Ticker OMFL
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