Walled Lake Planning & Wealth Management, LLC Purchases and Sells in Q3 2024

Walled Lake Planning & Wealth Management, LLC

  • $246 Million
  • Q3 2024

Top Buys

Incresed Positions

68 operations
Stock Shares change Price Range Shares Held Trade History
40
+ 0.26%
$460.3 - $584.56 $18.4K - $23.4K
15.6K $9.14M
308
+ 0.04%
$27.05 - $29.64 $8.33K - $9.13K
854K $25.3M
2.38K
+ 1.5%
$83.76 - $91.82 $199K - $218K
161K $14.7M
568
+ 0.68%
$66.59 - $83.99 $37.8K - $47.7K
84.3K $7.06M
1.86K
+ 1.38%
$77.02 - $85.06 $143K - $158K
136K $11.5M
1.46K
+ 1.2%
$44.74 - $53.22 $65.3K - $77.7K
123K $6.57M
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
52.7K
New
$162.83 - $179.16 $8.59M - $9.45M
52.7K $9.45M
25.7K
New
$32.48 - $35.45 $834K - $910K
25.7K $886K
6.37K
New
$73.58 - $89.21 $468K - $568K
6.37K $567K
4.43K
New
$88.42 - $104.97 $392K - $465K
4.43K $461K
8.51K
New
$37.33 - $41.78 $318K - $356K
8.51K $355K
22.3K
New
N/A
22.3K $247K
View all

Top Sells

Reduced Positions

24 operations
Stock Shares change Price Range Shares Held Trade History
-1.45K
- 3.07%
$111.15 - $128.97 $161K - $186K
45.7K $5.19M
-2.53K
- 30.59%
$149.54 - $192.66 $378K - $487K
5.74K $958K
-1.07K
- 39.89%
$145.48 - $167.38 $156K - $179K
1.61K $261K
-229
- 28.81%
$517.38 - $573.86 $118K - $131K
566 $324K
-907
- 20.58%
$109.72 - $119.0 $99.5K - $108K
3.5K $410K
-158
- 20.28%
$434.77 - $502.96 $68.7K - $79.5K
621 $303K
View all
Activity Summary
Buys All Purchases 80 New Holdings 12 Increased Positions 68 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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