Walled Lake Planning & Wealth Management, LLC First Tr Nasdaq Clean Edge Gre Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	N/A	-1,317 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	N/A	849 Added 181.41%	1,317 $82,000
Q1 2021 May 17, 2021	BUY	N/A	468 New	468 $32,000

Others Institutions Holding QCLN

# of Institutions

236

Shares Held

6.59M

Call Options Held

45.5K

Put Options Held

19.2K

Morgan Stanley New York, NY

590K
Shares

$21.3 Million
0.0% of portfolio
Cibc Private Wealth Group, LLC

517K
Shares

$18.7 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

472K
Shares

$17.1 Million
0.01% of portfolio
Ubs Group Ag

287K
Shares

$10.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

270K
Shares

$9.77 Million
0.0% of portfolio

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About FIRST TR NASDAQ CLEAN EDGE GRE

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