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

Walled Lake Planning & Wealth Management, LLC

  • $246 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
6
+ 0.19%
$66.91 - $81.4 $401 - $488
3.19K $257K
MSFT
Microsoft Corp

Technology
365
+ 5.24%
$395.15 - $467.56 $144K - $171K
7.34K $3.16M
PEP
Pepsico Inc

Consumer Defensive
154
+ 6.69%
$161.9 - $179.3 $24.9K - $27.6K
2.46K $417K
KMI
Kinder Morgan, Inc.

Energy
11
+ 0.06%
$19.72 - $22.22 $217 - $244
17.1K $377K
IGM
Ishares Expanded Tech Sector E

ETFs
251
+ 3.87%
$84.03 - $98.62 $21.1K - $24.8K
6.75K $647K
TJX
Tjx Companies Inc

Consumer Cyclical
9
+ 0.2%
$107.93 - $120.23 $971 - $1.08K
4.45K $522K
OKE
Oneok Inc

Energy
38
+ 1.18%
$78.62 - $95.27 $2.99K - $3.62K
3.27K $297K
JEPI
J P Morgan Exchange Traded Fd

ETFs
108
+ 1.1%
$54.98 - $59.51 $5.94K - $6.43K
9.92K $590K
PDI
Pimco Dynamic Income Fund

Financial Services
118
+ 0.61%
$18.7 - $20.25 $2.21K - $2.39K
19.5K $394K
MPLX
Mplx LP

Energy
20
+ 0.17%
$40.44 - $45.07 $809 - $901
11.5K $510K
DSL
Double Line Income Solutions Fund

Financial Services
147
+ 0.38%
$12.42 - $13.06 $1.83K - $1.92K
39.2K $508K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.2%
$801.83 - $917.05 $802 - $917
505 $447K
DLR
Digital Realty Trust, Inc.

Real Estate
13
+ 0.75%
$144.47 - $162.98 $1.88K - $2.12K
1.74K $280K
IWV
Ishares Russell 3000 ETF

ETFs
3
+ 0.29%
$294.75 - $326.73 $884 - $980
1.03K $335K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
290
+ 3.51%
$85.84 - $85.84 $24.9K - $24.9K
8.55K $733K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2
+ 0.06%
$84.81 - $93.54 $170 - $187
3.63K $333K
APO
Apollo Global Management, Inc.

Financial Services
6
+ 0.34%
$99.16 - $125.81 $595 - $755
1.78K $221K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
629
+ 8.2%
$42.59 - $60.56 $26.8K - $38.1K
8.3K $419K
NVDA
Nvidia Corp

Technology
90
+ 3.19%
$98.91 - $134.91 $8.9K - $12.1K
2.91K $353K
LLY
Eli Lilly & CO

Healthcare
19
+ 2.73%
$772.14 - $960.02 $14.7K - $18.2K
714 $632K
EPD
Enterprise Products Partners L.P.

Energy
23
+ 0.18%
$27.88 - $30.0 $641 - $690
12.8K $372K
RYH
Invesco S&P 500 Equal Weight H

ETFs
14.2K
+ 4.28%
N/A
347K $0
BST
Black Rock Science & Technology Trust

Financial Services
171
+ 2.16%
$33.05 - $38.95 $5.65K - $6.66K
8.07K $285K
HPE
Hewlett Packard Enterprise CO

Technology
36
+ 0.12%
$16.1 - $21.44 $580 - $772
30.5K $624K
WFC
Wells Fargo & Company

Financial Services
1
+ 0.01%
$51.58 - $60.97 $51.6 - $61
8.95K $505K
AMZN
Amazon Com Inc

Consumer Cyclical
50
+ 0.37%
$161.02 - $200.0 $8.05K - $10K
13.5K $2.52M
AVGO
Broadcom Inc.

Technology
1.09K
+ 314.7%
$136.27 - $1745.86 $149K - $1.91M
1.44K $248K
GOOGL
Alphabet Inc.

Communication Services
88
+ 0.39%
$148.65 - $191.18 $13.1K - $16.8K
22.6K $3.75M
DG
Dollar General Corp

Consumer Defensive
266
+ 0.73%
$80.41 - $132.42 $21.4K - $35.2K
36.6K $3.09M
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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