Walled Lake Planning & Wealth Management, LLC Invesco S&P 500 Equal Weight T Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $246 Million
  • Q3 2024

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Invesco S&P 500 Equal Weight T stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 210,654 shares of RYT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
210,654
Previous 211,258 0.29%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
N/A
-604 Reduced 0.29%
210,654 $0
Q2 2024

Aug 12, 2024
BUY
N/A
1,973 Added 0.94%
211,258 $0
Q1 2024

May 13, 2024
BUY
$0.0 - $32.98 $0 - $27,472
833 Added 0.4%
209,285 $0
Q4 2023

Feb 13, 2024
BUY
$26.28 - $32.83 $13,770 - $17,202
524 Added 0.25%
208,452 $6.8 Million
Q3 2023

Nov 14, 2023
BUY
$0.0 - $301.97 $0 - $56.6 Million
187,279 Added 906.96%
207,928 $5.85 Million
Q2 2023

Aug 11, 2023
BUY
$0.0 - $295.8 $0 - $23,368
79 Added 0.38%
20,649 $6.07 Million
Q1 2023

May 12, 2023
SELL
$241.12 - $279.68 $244,254 - $283,315
-1,013 Reduced 4.69%
20,570 $5.68 Million
Q4 2022

Feb 13, 2023
BUY
$231.06 - $263.81 $4.99 Million - $5.69 Million
21,583 New
21,583 $5.24 Million
Q1 2022

May 13, 2022
SELL
$262.98 - $325.7 $198,812 - $246,229
-756 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$285.9 - $327.55 $193,840 - $222,078
678 Added 869.23%
756 $245,000
Q3 2021

Nov 15, 2021
BUY
$283.28 - $305.94 $22,095 - $23,863
78 New
78 $22,000
Q2 2020

Aug 18, 2020
SELL
$151.58 - $208.58 $0 - $0
0 Closed
0 $0
Q1 2020

May 15, 2020
BUY
$139.82 - $212.0 $0 - $0
0 New
0 $0

Others Institutions Holding RYT

# of Institutions
387
Shares Held
43.2M
Call Options Held
7.4K
Put Options Held
17.3K
View Full List

About INVESCO S&P 500 EQUAL WEIGHT T

RYT Quotes by TradingView
  • Ticker RYT
  • Sector ETFs
  • Industry ETFs
More about RYT
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