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
388
Shares Held
43.3M
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
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