Walled Lake Planning & Wealth Management, LLC Barclays Bank PLC Put Options Transaction History
Walled Lake Planning & Wealth Management, LLC
- $246 Million
- Q3 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding CAPE
# of Institutions
36Shares Held
7.86MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.27MShares$70.2 Million0.01% of portfolio
-
Waddell & Associates, LLC1.97MShares$61.1 Million7.17% of portfolio
-
Evensky & Katz LLC591KShares$18.3 Million1.14% of portfolio
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Foundations Investment Advisors, LLC279KShares$8.65 Million0.17% of portfolio
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Santori & Peters, Inc.268KShares$8.3 Million3.09% of portfolio