Walled Lake Planning & Wealth Management, LLC Ishares Trust Ishares Msci Glo Transaction History

Walled Lake Planning & Wealth Management, LLC

$250 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$87.78 - $97.25 $59,163 - $65,546	-674 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$95.5 - $100.65 $64,367 - $67,838	674 New	674 $65,000

Others Institutions Holding SDG

# of Institutions

114

Shares Held

937K

Call Options Held

Put Options Held

Cwm, LLC

222K
Shares

$19 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

49.3K
Shares

$4.22 Million
0.0% of portfolio
Flow Traders U.S. LLC New York, NY

44.6K
Shares

$3.82 Million
0.15% of portfolio
Royal Bank Of Canada Toronto, A6

35.1K
Shares

$3 Million
0.0% of portfolio
Ubs Group Ag

29.8K
Shares

$2.55 Million
0.0% of portfolio

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