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
ACCO
Acco Brands Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
206
$7.79 - $9.41 $1.6K - $1.94K
CXSE
Wisdomtree Tr China Ex State O

ETFs
Q4 2021 Filed on Feb 10, 2022
125
$48.16 - $57.65 $6.02K - $7.21K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q4 2021 Filed on Feb 10, 2022
271
$32.51 - $36.14 $8.81K - $9.79K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
647
$135.09 - $284.11 $87.4K - $184K
PBPB
Potbelly Corp

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
10
$5.03 - $6.86 $50.3 - $68.6
F
Ford Motor CO

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
2,700
$14.12 - $21.45 $38.1K - $57.9K
HON
Honeywell International Inc

Industrials
Q4 2021 Filed on Feb 10, 2022
333
$199.42 - $227.75 $66.4K - $75.8K
DXC
Dxc Technology CO

Technology
Q4 2021 Filed on Feb 10, 2022
2,404
$29.58 - $35.1 $71.1K - $84.4K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q4 2021 Filed on Feb 10, 2022
52
$340.01 - $364.84 $17.7K - $19K
XLU
Utilities Sector Spdr

ETFs
Q4 2021 Filed on Feb 10, 2022
227
$63.88 - $71.58 $14.5K - $16.2K
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Feb 10, 2022
126
$99.53 - $127.75 $12.5K - $16.1K
VTR
Ventas, Inc.

Real Estate
Q4 2021 Filed on Feb 10, 2022
404
$45.69 - $56.9 $18.5K - $23K
NVO
Novo Nordisk A S

Healthcare
Q4 2021 Filed on Feb 10, 2022
100
$95.88 - $117.08 $9.59K - $11.7K
UPS
United Parcel Service Inc

Industrials
Q4 2021 Filed on Feb 10, 2022
105
$178.42 - $218.07 $18.7K - $22.9K
PPG
Ppg Industries Inc

Basic Materials
Q4 2021 Filed on Feb 10, 2022
126
$144.01 - $172.44 $18.1K - $21.7K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q4 2021 Filed on Feb 10, 2022
384
$19.23 - $25.63 $7.38K - $9.84K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 10, 2022
1,900
$25.61 - $35.1 $48.7K - $66.7K
EBAY
Ebay Inc

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
832
$63.71 - $80.59 $53K - $67.1K
XPO
Xpo Logistics, Inc.

Industrials
Q4 2021 Filed on Feb 10, 2022
38
$70.31 - $87.0 $2.67K - $3.31K
HRL
Hormel Foods Corp

Consumer Defensive
Q4 2021 Filed on Feb 10, 2022
64
$40.89 - $49.19 $2.62K - $3.15K
OSK
Oshkosh Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
34
$97.92 - $116.2 $3.33K - $3.95K
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q4 2021 Filed on Feb 10, 2022
200
$30.63 - $34.72 $6.13K - $6.94K
VIAV
Viavi Solutions Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
6
$14.81 - $17.73 $88.9 - $106
CRON
Cronos Group Inc.

Healthcare
Q4 2021 Filed on Feb 10, 2022
500
$3.85 - $6.71 $1.93K - $3.36K
SHW
Sherwin Williams CO

Basic Materials
Q4 2021 Filed on Feb 10, 2022
72
$285.04 - $352.16 $20.5K - $25.4K
PHM
Pultegroup Inc

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
612
$46.13 - $57.65 $28.2K - $35.3K
GLW
Corning Inc

Technology
Q4 2021 Filed on Feb 10, 2022
764
$35.39 - $39.43 $27K - $30.1K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q4 2021 Filed on Feb 10, 2022
151
$118.81 - $129.12 $17.9K - $19.5K
ICHR
Ichor Holdings, Ltd.

Technology
Q4 2021 Filed on Feb 10, 2022
2,900
$38.07 - $49.91 $110K - $145K
OPK
Opko Health, Inc.

Healthcare
Q4 2021 Filed on Feb 10, 2022
500
$3.52 - $5.15 $1.76K - $2.58K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2021 Filed on Feb 10, 2022
124
$127.7 - $130.86 $15.8K - $16.2K
HTGC
Hercules Capital, Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
6,050
$16.14 - $18.07 $97.6K - $109K
ITW
Illinois Tool Works Inc

Industrials
Q4 2021 Filed on Feb 10, 2022
200
$206.87 - $247.07 $41.4K - $49.4K
DGRO
Ishares Core Dividend Growth E

ETFs
Q4 2021 Filed on Feb 10, 2022
125
$50.43 - $55.68 $6.3K - $6.96K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
26
$358.15 - $413.86 $9.31K - $10.8K
SPGI
S&P Global Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
149
$415.85 - $478.97 $62K - $71.4K
YELP
Yelp Inc

Communication Services
Q4 2021 Filed on Feb 10, 2022
2,568
$33.84 - $40.32 $86.9K - $104K
AON
Aon PLC

Financial Services
Q4 2021 Filed on Feb 10, 2022
375
$285.28 - $321.08 $107K - $120K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q4 2021 Filed on Feb 10, 2022
833
$89.89 - $108.82 $74.9K - $90.6K
PLL
Piedmont Lithium Inc.

Basic Materials
Q4 2021 Filed on Feb 10, 2022
75
$50.86 - $66.39 $3.81K - $4.98K
NJR
New Jersey Resources Corp

Utilities
Q4 2021 Filed on Feb 10, 2022
570
$35.6 - $41.17 $20.3K - $23.5K
Nanoviricides Inc Com
Q4 2021 Filed on Feb 10, 2022
50
N/A
MPC
Marathon Petroleum Corp

Energy
Q4 2021 Filed on Feb 10, 2022
352
$60.28 - $68.47 $21.2K - $24.1K
EIX
Edison International

Utilities
Q4 2021 Filed on Feb 10, 2022
256
$55.04 - $68.44 $14.1K - $17.5K
AEP
American Electric Power CO Inc

Utilities
Q4 2021 Filed on Feb 10, 2022
509
$80.28 - $88.97 $40.9K - $45.3K
LNN
Lindsay Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
52
$140.45 - $161.72 $7.3K - $8.41K
GNLN
Greenlane Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 10, 2022
301
$18.14 - $50.0 $5.46K - $15.1K
Apollo Global Mgmt Inc Com Cl A
Q4 2021 Filed on Feb 10, 2022
6,575
N/A
HOLX
Hologic Inc

Healthcare
Q4 2021 Filed on Feb 10, 2022
600
$68.97 - $77.92 $41.4K - $46.8K
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