Walled Lake Planning & Wealth Management, LLC Purchases and Sells in Q2 2025

Walled Lake Planning & Wealth Management, LLC

  • $257 Million
  • Q2 2025

Top Buys

Incresed Positions

53 operations
Stock Shares change Price Range Shares Held Trade History
87.5K
+ 31.22%
$50.39 - $60.05 $4.41M - $5.25M
368K $22.1M
5.01K
+ 0.58%
$27.26 - $31.81 $137K - $159K
873K $27.8M
270
+ 0.63%
$86.02 - $114.95 $23.2K - $31K
43.2K $4.94M
153
+ 0.58%
$183.31 - $241.46 $28K - $36.9K
26.7K $6.45M
2.22K
+ 3.79%
$152.93 - $181.74 $340K - $403K
60.8K $11.1M
2.3K
+ 166.81%
$146.29 - $275.65 $337K - $635K
3.68K $1.01M
View all

New Holdings

13 operations
Stock Shares change Price Range Shares Held Trade History
37.9K
New
$58.08 - $81.05 $2.2M - $3.07M
37.9K $2.62M
14K
New
$29.65 - $34.24 $416K - $481K
14K $463K
173
New
$855.86 - $1339.13 $148K - $232K
173 $231K
2.4K
New
$64.62 - $93.3 $155K - $224K
2.4K $223K
4.42K
New
$39.43 - $49.34 $174K - $218K
4.42K $209K
1K
New
$152.44 - $204.64 $153K - $205K
1K $205K
View all

Top Sells

Reduced Positions

44 operations
Stock Shares change Price Range Shares Held Trade History
-10.6K
- 94.55%
$320.42 - $424.58 $3.41M - $4.52M
614 $260K
-42.3K
- 34.68%
$53.19 - $69.38 $2.25M - $2.94M
79.7K $5.53M
-3.57K
- 22.4%
$430.82 - $486.45 $1.54M - $1.74M
12.4K $5.72M
-1.09K
- 2.24%
$172.42 - $223.89 $188K - $245K
47.7K $9.79M
-570
- 0.54%
$40.65 - $50.56 $23.2K - $28.8K
106K $4.66M
-12.8K
- 50.0%
$26.69 - $32.91 $343K - $423K
12.8K $418K
View all
Activity Summary
Buys All Purchases 66 New Holdings 13 Increased Positions 53 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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