Walled Lake Planning & Wealth Management, LLC Financial Sector Spdr Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$37.54 - $40.62 $20,459 - $22,137	-545 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$35.11 - $39.0 $3,475 - $3,861	-99 Reduced 15.37%	545 $20,000
Q2 2021 Aug 16, 2021	BUY	$34.47 - $38.47 $34 - $38	1 Added 0.16%	644 $24,000
Q1 2021 May 17, 2021	BUY	$28.95 - $34.77 $28 - $34	1 Added 0.16%	643 $22,000
Q4 2020 Feb 19, 2021	BUY	$23.61 - $29.48 $23 - $29	1 Added 0.16%	642 $19,000
Q3 2020 Nov 13, 2020	SELL	$22.68 - $25.49 $929 - $1,045	-41 Reduced 6.01%	641 $15,000
Q2 2020 Aug 18, 2020	BUY	$19.55 - $26.74 $19 - $26	1 Added 0.15%	682 $16,000
Q1 2020 May 15, 2020	BUY	$17.66 - $31.17 $17 - $31	1 Added 0.15%	681 $14,000
Q4 2019 May 15, 2020	BUY	$26.78 - $30.94 $18,210 - $21,039	680 New	680 $21,000

Others Institutions Holding XLF

# of Institutions

1,838

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

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.

Account