Walled Lake Planning & Wealth Management, LLC Sells in Q4 2024

Walled Lake Planning & Wealth Management, LLC

  • $245 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
-88.7K
- 68.39%
$24.8 - $30.19 $2.2M - $2.68M
41K $1.09M
DG
Dollar General Corp

Consumer Defensive
-25.9K
- 70.75%
$73.27 - $84.47 $1.9M - $2.19M
10.7K $810K
HII
Huntington Ingalls Industries, Inc.

Industrials
-1.03K
- 4.05%
$184.96 - $264.65 $190K - $271K
24.3K $4.59M
HLI
Houlihan Lokey, Inc.

Financial Services
-15.4K
- 34.21%
$158.81 - $190.49 $2.45M - $2.93M
29.6K $5.14M
ACN
Accenture PLC

Technology
-2.07K
- 18.05%
$343.9 - $376.86 $713K - $782K
9.41K $3.31M
JNPR
Juniper Networks Inc

Technology
-324
- 0.2%
$35.08 - $39.26 $11.4K - $12.7K
165K $6.16M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-1.65K
- 10.54%
$94.66 - $102.14 $156K - $168K
14K $1.33M
CMCSA
Comcast Corp

Communication Services
-810
- 9.52%
$37.39 - $45.14 $30.3K - $36.6K
7.7K $289K
MPLX
Mplx LP

Energy
-2.07K
- 17.99%
$43.77 - $51.66 $90.4K - $107K
9.42K $450K
PEP
Pepsico Inc

Consumer Defensive
-78
- 3.17%
$151.29 - $176.1 $11.8K - $13.7K
2.38K $361K
EPD
Enterprise Products Partners L.P.

Energy
-2.44K
- 19.02%
$28.66 - $34.43 $69.8K - $83.8K
10.4K $325K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-158
- 1.59%
$57.53 - $60.83 $9.09K - $9.61K
9.76K $561K
AM
Antero Midstream Corp

Energy
-1.68K
- 10.0%
$14.22 - $15.97 $23.8K - $26.8K
15.1K $227K
VOE
Vanguard Mid Cap Value Index F

ETFs
-40
- 1.55%
$160.89 - $176.18 $6.44K - $7.05K
2.55K $412K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-465
- 10.0%
$46.48 - $51.32 $21.6K - $23.9K
4.19K $201K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-54
- 1.49%
$90.66 - $99.46 $4.9K - $5.37K
3.57K $324K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7
- 0.06%
$61.68 - $67.87 $432 - $475
12.4K $775K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-2.19K
- 1.04%
N/A
208K $0
IVW
Ishares S&P 500 Growth ETF

ETFs
-181
- 3.87%
$94.43 - $105.47 $17.1K - $19.1K
4.5K $456K
TTD
Trade Desk, Inc.

Technology
-23
- 0.87%
$108.7 - $139.51 $2.5K - $3.21K
2.61K $306K
META
Meta Platforms, Inc.

Communication Services
-19
- 1.04%
$554.08 - $632.68 $10.5K - $12K
1.82K $1.07M
ET
Energy Transfer LP

Energy
-2.43K
- 10.06%
$16.05 - $19.86 $39K - $48.3K
21.7K $425K
KMI
Kinder Morgan, Inc.

Energy
-1.62K
- 9.44%
$22.59 - $28.54 $36.5K - $46.1K
15.5K $424K
GOOG
Alphabet Inc.

Communication Services
-350
- 6.1%
$163.08 - $198.16 $57.1K - $69.4K
5.39K $1.03M
IWY
Ishares Tr Russell 200 Growth

ETFs
-238
- 2.23%
$216.72 - $244.71 $51.6K - $58.2K
10.4K $2.45M
PLTR
Palantir Technologies Inc.

Technology
-1.25K
- 18.87%
$36.46 - $82.38 $45.7K - $103K
5.39K $407K
V
Visa Inc.

Financial Services
-43
- 0.95%
$273.87 - $320.91 $11.8K - $13.8K
4.5K $1.42M
MA
Mastercard Inc

Financial Services
-22
- 0.37%
$491.3 - $536.15 $10.8K - $11.8K
5.92K $3.11M
TSLA
Tesla, Inc.

Consumer Cyclical
-3
- 0.11%
$213.65 - $479.86 $641 - $1.44K
2.69K $1.08M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-383
- 1.56%
$370.24 - $418.94 $142K - $160K
24.1K $9.69M
GOOGL
Alphabet Inc.

Communication Services
-207
- 0.91%
$161.86 - $196.66 $33.5K - $40.7K
22.4K $4.25M
Activity Summary
Buys All Purchases 65 New Holdings 6 Increased Positions 59 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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