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
EVN
Eaton Vance Municipal Income Trust

Financial Services
Q4 2021 Filed on Feb 10, 2022
7,180
$13.47 - $13.99 $96.7K - $100K
PBA
Pembina Pipeline Corp

Energy
Q4 2021 Filed on Feb 10, 2022
201
$29.16 - $34.46 $5.86K - $6.93K
SPLK
Splunk Inc

Technology
Q4 2021 Filed on Feb 10, 2022
120
$108.91 - $173.31 $13.1K - $20.8K
AMT
American Tower Corp

Real Estate
Q4 2021 Filed on Feb 10, 2022
100
$257.53 - $292.5 $25.8K - $29.3K
WDC
Western Digital Corp

Technology
Q4 2021 Filed on Feb 10, 2022
1,023
$52.29 - $66.13 $53.5K - $67.7K
ENB
Enbridge Inc

Energy
Q4 2021 Filed on Feb 10, 2022
259
$36.89 - $43.3 $9.55K - $11.2K
KR
Kroger CO

Consumer Defensive
Q4 2021 Filed on Feb 10, 2022
51
$38.59 - $46.22 $1.97K - $2.36K
AHT
Ashford Hospitality Trust Inc

Real Estate
Q4 2021 Filed on Feb 10, 2022
200
$9.45 - $15.79 $1.89K - $3.16K
SSYS
Stratasys Ltd.

Technology
Q4 2021 Filed on Feb 10, 2022
85
$21.71 - $37.09 $1.85K - $3.15K
TEF
Telefonica S A

Communication Services
Q4 2021 Filed on Feb 10, 2022
152
$4.15 - $4.78 $631 - $727
RY
Royal Bank Of Canada

Financial Services
Q4 2021 Filed on Feb 10, 2022
110
$98.01 - $107.75 $10.8K - $11.9K
MGA
Magna International Inc

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
1,073
$75.2 - $88.55 $80.7K - $95K
NYCB
New York Community Bancorp Inc

Financial Services
Q4 2021 Filed on Feb 10, 2022
1,781
$11.55 - $14.11 $20.6K - $25.1K
EPAM
Epam Systems, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
62
$564.07 - $717.49 $35K - $44.5K
FDX
Fedex Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
21
$217.87 - $258.64 $4.58K - $5.43K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q4 2021 Filed on Feb 10, 2022
649
$98.21 - $108.46 $63.7K - $70.4K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q4 2021 Filed on Feb 10, 2022
77
$98.24 - $107.61 $7.56K - $8.29K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2021 Filed on Feb 10, 2022
212
$255.99 - $314.27 $54.3K - $66.6K
DUOL
Duolingo, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
1
$95.69 - $188.05 $95.7 - $188
FITB
Fifth Third Bancorp

Financial Services
Q4 2021 Filed on Feb 10, 2022
2,345
$41.18 - $45.59 $96.6K - $107K
DIDIY
Di Di Global Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
720
$4.94 - $9.81 $3.56K - $7.06K
GDOT
Green Dot Corp

Financial Services
Q4 2021 Filed on Feb 10, 2022
1,890
$34.2 - $51.9 $64.6K - $98.1K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
1,778
$15.66 - $18.28 $27.8K - $32.5K
MIMO
Airspan Networks Holdings Inc.

Communication Services
Q4 2021 Filed on Feb 10, 2022
63
$3.79 - $7.81 $239 - $492
UAL
United Airlines Holdings, Inc.

Industrials
Q4 2021 Filed on Feb 10, 2022
190
$39.06 - $53.11 $7.42K - $10.1K
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Feb 10, 2022
1,200
$34.93 - $62.68 $41.9K - $75.2K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
278
$12.56 - $13.84 $3.49K - $3.85K
LYFT
Lyft, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
253
$37.46 - $56.26 $9.48K - $14.2K
FSLY
Fastly, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
1,489
$35.09 - $54.39 $52.2K - $81K
NSC
Norfolk Southern Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
252
$243.54 - $297.71 $61.4K - $75K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
46
$86.81 - $97.12 $3.99K - $4.47K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
9
$2067.01 - $2648.2 $18.6K - $23.8K
ONTF
On24 Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
5,175
$15.2 - $20.62 $78.7K - $107K
IRBT
Irobot Corp

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
1,060
$63.44 - $98.28 $67.2K - $104K
GXO
Gxo Logistics, Inc.

Industrials
Q4 2021 Filed on Feb 10, 2022
38
$73.73 - $103.57 $2.8K - $3.94K
WELL
Welltower Inc.

Real Estate
Q4 2021 Filed on Feb 10, 2022
52,216
$79.36 - $87.07 $4.14M - $4.55M
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q3 2021 Filed on Nov 15, 2021
11
$77.73 - $85.84 $855 - $944
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
7
$58.18 - $65.23 $407 - $457
ARKW
Ark Next Generation Internet E

ETFs
Q3 2021 Filed on Nov 15, 2021
5
$137.41 - $154.33 $687 - $772
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q3 2021 Filed on Nov 15, 2021
6
$109.72 - $129.16 $658 - $775
DELL
Dell Technologies Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
69
$46.78 - $53.41 $3.23K - $3.69K
Ashford Hospitality Tr Inc Com Shs
Q3 2021 Filed on Nov 15, 2021
2,000
N/A
VMC
Vulcan Materials CO

Basic Materials
Q3 2021 Filed on Nov 15, 2021
25
$169.16 - $193.41 $4.23K - $4.84K
TRI
Thomson Reuters Corp

Industrials
Q3 2021 Filed on Nov 15, 2021
45
$99.28 - $119.44 $4.47K - $5.37K
SMG
Scotts Miracle Gro CO

Basic Materials
Q3 2021 Filed on Nov 15, 2021
31
$142.31 - $191.02 $4.41K - $5.92K
CLX
Clorox CO

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
7
$162.19 - $187.74 $1.14K - $1.31K
SBAC
Sba Communications Corp

Real Estate
Q3 2021 Filed on Nov 15, 2021
12
$320.04 - $368.58 $3.84K - $4.42K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q3 2021 Filed on Nov 15, 2021
903
$31.48 - $41.58 $28.4K - $37.5K
ERIC
Ericsson Lm Telephone CO

Technology
Q3 2021 Filed on Nov 15, 2021
385
$10.98 - $13.29 $4.23K - $5.12K
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