Walled Lake Planning & Wealth Management, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History
Walled Lake Planning & Wealth Management, LLC
- $245 Million
- Q4 2024
A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 7,270 shares of SPYX stock, worth $328,531. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,270
Previous 7,250
0.28%
Holding current value
$328,531
Previous $342,000
2.34%
% of portfolio
0.14%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding SPYX
# of Institutions
234Shares Held
21MCall Options Held
0Put Options Held
0-
Windmill Hill Asset Management LTD5.25MShares$237 Million86.1% of portfolio
-
Choate Investment Advisors Boston, MA2.6MShares$118 Million3.04% of portfolio
-
Betterment LLC New York, NY1.93MShares$87.4 Million0.22% of portfolio
-
Lake Street Advisors Group, LLC874KShares$39.5 Million1.98% of portfolio
-
Bank Of America Corp Charlotte, NC670KShares$30.3 Million0.0% of portfolio