Walled Lake Planning & Wealth Management, LLC Closed Holding Positions

Walled Lake Planning & Wealth Management, LLC

  • $246 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XLP
Consumer Staples Sector Spdr

ETFs
Q2 2022 Filed on Aug 09, 2022
7,193
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
10,125
$11.99 - $13.5 $121K - $137K
EW
Edwards Lifesciences Corp

Healthcare
Q2 2022 Filed on Aug 09, 2022
1,895
$86.5 - $128.27 $164K - $243K
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
Q2 2022 Filed on Aug 09, 2022
8,292
$18.61 - $25.84 $154K - $214K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q2 2022 Filed on Aug 09, 2022
2,438
$47.98 - $60.79 $117K - $148K
LHX
L3 Harris Technologies, Inc.

Industrials
Q2 2022 Filed on Aug 09, 2022
1,434
$221.57 - $260.8 $318K - $374K
DUK
Duke Energy Corp

Utilities
Q2 2022 Filed on Aug 09, 2022
24,695
$97.82 - $115.43 $2.42M - $2.85M
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
Q2 2022 Filed on Aug 09, 2022
11,443
$14.8 - $17.24 $169K - $197K
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q2 2022 Filed on Aug 09, 2022
12,100
$2.87 - $3.4 $34.7K - $41.1K
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on May 13, 2022
363
$331.01 - $597.37 $120K - $217K
CVX
Chevron Corp

Energy
Q1 2022 Filed on May 13, 2022
34,134
$119.26 - $170.9 $4.07M - $5.83M
NKE
Nike, Inc.

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
1,305
$117.57 - $166.39 $153K - $217K
CAT
Caterpillar Inc

Industrials
Q1 2022 Filed on May 13, 2022
15,319
$182.83 - $229.87 $2.8M - $3.52M
DNLI
Denali Therapeutics Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
5,020
$29.0 - $47.27 $146K - $237K
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
825
$12.19 - $17.0 $10.1K - $14K
ABMD
Abiomed Inc

Healthcare
Q4 2021 Filed on Feb 10, 2022
13
$300.63 - $371.35 $3.91K - $4.83K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2021 Filed on Feb 10, 2022
121
$130.98 - $134.88 $15.8K - $16.3K
TXN
Texas Instruments Inc

Technology
Q4 2021 Filed on Feb 10, 2022
425
$184.24 - $201.29 $78.3K - $85.5K
C
Citigroup Inc

Financial Services
Q4 2021 Filed on Feb 10, 2022
200
$58.28 - $72.53 $11.7K - $14.5K
BAC
Bank Of America Corp

Financial Services
Q4 2021 Filed on Feb 10, 2022
300
$43.08 - $48.37 $12.9K - $14.5K
KSS
Kohls Corp

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
3,781
$44.44 - $62.48 $168K - $236K
GROM
Grom Social Enterprises, Inc.

Communication Services
Q4 2021 Filed on Feb 10, 2022
1
$1038.0 - $2988.0 $1.04K - $2.99K
OGN
Organon & Co.

Healthcare
Q4 2021 Filed on Feb 10, 2022
115
$28.67 - $37.13 $3.3K - $4.27K
KEYS
Keysight Technologies, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
211
$161.15 - $207.93 $34K - $43.9K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q4 2021 Filed on Feb 10, 2022
63
$54.5 - $55.03 $3.43K - $3.47K
MS
Morgan Stanley

Financial Services
Q4 2021 Filed on Feb 10, 2022
105
$94.82 - $104.66 $9.96K - $11K
SAGE
Sage Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 10, 2022
44
$37.06 - $47.11 $1.63K - $2.07K
TLRY
Tilray Brands, Inc.

Healthcare
Q4 2021 Filed on Feb 10, 2022
142
$7.03 - $13.03 $998 - $1.85K
JD
Jd.Com, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
470
$65.63 - $91.55 $30.8K - $43K
AMAT
Applied Materials Inc

Technology
Q4 2021 Filed on Feb 10, 2022
300
$125.2 - $162.72 $37.6K - $48.8K
ETN
Eaton Corp PLC

Industrials
Q4 2021 Filed on Feb 10, 2022
146
$148.36 - $174.66 $21.7K - $25.5K
AXP
American Express CO

Financial Services
Q4 2021 Filed on Feb 10, 2022
860
$150.06 - $187.08 $129K - $161K
CGC
Canopy Growth Corp

Healthcare
Q4 2021 Filed on Feb 10, 2022
134
$8.73 - $15.27 $1.17K - $2.05K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2021 Filed on Feb 10, 2022
115
$85.94 - $98.85 $9.88K - $11.4K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
665
$111.96 - $177.7 $74.5K - $118K
KLAC
Kla Corp

Technology
Q4 2021 Filed on Feb 10, 2022
19
$319.55 - $440.17 $6.07K - $8.36K
AMGN
Amgen Inc

Healthcare
Q4 2021 Filed on Feb 10, 2022
745
$198.88 - $227.6 $148K - $170K
MTG
Mgic Investment Corp

Financial Services
Q4 2021 Filed on Feb 10, 2022
1,014
$13.33 - $16.52 $13.5K - $16.8K
CTXS
Citrix Systems Inc

Technology
Q4 2021 Filed on Feb 10, 2022
1,472
$78.72 - $108.43 $116K - $160K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
75
$114.7 - $138.81 $8.6K - $10.4K
AME
Ametek Inc

Industrials
Q4 2021 Filed on Feb 10, 2022
75
$123.11 - $147.41 $9.23K - $11.1K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q4 2021 Filed on Feb 10, 2022
150
$23.24 - $45.06 $3.49K - $6.76K
QGEN
Qiagen N.V.

Healthcare
Q4 2021 Filed on Feb 10, 2022
1,966
$50.62 - $56.47 $99.5K - $111K
ISRG
Intuitive Surgical Inc

Healthcare
Q4 2021 Filed on Feb 10, 2022
69
$319.93 - $365.42 $22.1K - $25.2K
GPN
Global Payments Inc

Industrials
Q4 2021 Filed on Feb 10, 2022
200
$117.86 - $161.31 $23.6K - $32.3K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q4 2021 Filed on Feb 10, 2022
776
$95.76 - $106.67 $74.3K - $82.8K
SDG
Ishares Trust Ishares Msci Glo

ETFs
Q4 2021 Filed on Feb 10, 2022
674
$87.78 - $97.25 $59.2K - $65.5K
SYK
Stryker Corp

Healthcare
Q4 2021 Filed on Feb 10, 2022
100
$236.63 - $276.44 $23.7K - $27.6K
ANSS
Ansys Inc

Technology
Q4 2021 Filed on Feb 10, 2022
19
$334.99 - $411.22 $6.36K - $7.81K
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