Walled Lake Planning & Wealth Management, LLC Purchases and Sells in Q1 2024

Walled Lake Planning & Wealth Management, LLC

  • $226 Million
  • Q1 2024

Top Buys

Incresed Positions

51 operations
Stock Shares change Price Range Shares Held Trade History
106K
+ 189.12%
$22.16 - $23.75 $2.34M - $2.51M
161K $3.84M
87.2K
+ 230.73%
$25.89 - $29.73 $2.26M - $2.59M
125K $3.47M
41.6K
+ 58.37%
$39.73 - $44.95 $1.65M - $1.87M
113K $4.92M
8.27K
+ 5.73%
$77.86 - $83.58 $644K - $691K
153K $12.8M
7.95K
+ 6.98%
$82.14 - $90.99 $653K - $723K
122K $11.1M
5.32K
+ 0.63%
$25.81 - $28.0 $137K - $149K
851K $23.8M
View all

New Holdings

17 operations
Stock Shares change Price Range Shares Held Trade History
109K
New
$31.88 - $36.53 $3.46M - $3.97M
109K $3.58M
7.67K
New
$34.88 - $65.58 $268K - $503K
7.67K $484K
5.95K
New
$56.27 - $73.77 $335K - $439K
5.95K $410K
16.8K
New
$11.68 - $14.06 $196K - $236K
16.8K $235K
1.26K
New
$137.4 - $177.21 $172K - $222K
1.26K $222K
4.65K
New
$42.49 - $47.46 $198K - $221K
4.65K $220K
View all

Top Sells

Reduced Positions

29 operations
Stock Shares change Price Range Shares Held Trade History
-4.74K
- 30.08%
$132.56 - $154.84 $629K - $735K
11K $1.68M
-527
- 0.99%
$95.27 - $108.47 $50.2K - $57.2K
52.8K $5.11M
-2.33K
- 20.03%
$24.37 - $31.27 $56.7K - $72.7K
9.28K $236K
-50
- 4.02%
$162.5 - $248.42 $8.13K - $12.4K
1.19K $209K
-153
- 0.12%
$48.06 - $52.33 $7.35K - $8.01K
125K $6.25M
-51
- 0.43%
$333.82 - $386.91 $17K - $19.7K
11.7K $4.05M
View all
Activity Summary
Buys All Purchases 68 New Holdings 17 Increased Positions 51 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Walled Lake Planning & Wealth Management, LLC Portfolio

Follow Walled Lake Planning & Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email