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

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding RYT

# of Institutions

387

Shares Held

43.2M

Call Options Held

7.4K

Put Options Held

17.3K

Bank Of America Corp Charlotte, NC

4.52M
Shares

$0
0.0% of portfolio
Morgan Stanley New York, NY

2.69M
Shares

$0
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

2.11M
Shares

$0
0.0% of portfolio
Ubs Group Ag

1.72M
Shares

$0
0.0% of portfolio
Davis Investment Partners, LLC Charlotte, NC

1.57M
Shares

$0
24.49% of portfolio

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