Walled Lake Planning & Wealth Management, LLC Closed Holding Positions

Walled Lake Planning & Wealth Management, LLC

  • $257 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
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
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Feb 10, 2022
1,200
$34.93 - $62.68 $41.9K - $75.2K
UAL
United Airlines Holdings, Inc.

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

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
1,778
$15.66 - $18.28 $27.8K - $32.5K
LYFT
Lyft, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
253
$37.46 - $56.26 $9.48K - $14.2K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 10, 2022
1,900
$25.61 - $35.1 $48.7K - $66.7K
DUOL
Duolingo, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
1
$95.69 - $188.05 $95.7 - $188
WELL
Welltower Inc.

Real Estate
Q4 2021 Filed on Feb 10, 2022
52,216
$79.36 - $87.07 $4.14M - $4.55M
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
GXO
Gxo Logistics, Inc.

Industrials
Q4 2021 Filed on Feb 10, 2022
38
$73.73 - $103.57 $2.8K - $3.94K
DIDIY
Di Di Global Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
720
$4.94 - $9.81 $3.56K - $7.06K
FITB
Fifth Third Bancorp

Financial Services
Q4 2021 Filed on Feb 10, 2022
2,345
$41.18 - $45.59 $96.6K - $107K
IRBT
Irobot Corp

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
1,060
$63.44 - $98.28 $67.2K - $104K
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
EVN
Eaton Vance Municipal Income Trust

Financial Services
Q4 2021 Filed on Feb 10, 2022
7,180
$13.47 - $13.99 $96.7K - $100K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q4 2021 Filed on Feb 10, 2022
833
$89.89 - $108.82 $74.9K - $90.6K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2021 Filed on Feb 10, 2022
212
$255.99 - $314.27 $54.3K - $66.6K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
46
$86.81 - $97.12 $3.99K - $4.47K
FSLY
Fastly, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
1,489
$35.09 - $54.39 $52.2K - $81K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
9
$2067.01 - $2648.2 $18.6K - $23.8K
EBAY
Ebay Inc

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
832
$63.71 - $80.59 $53K - $67.1K
VMC
Vulcan Materials CO

Basic Materials
Q3 2021 Filed on Nov 15, 2021
25
$169.16 - $193.41 $4.23K - $4.84K
ERIC
Ericsson Lm Telephone CO

Technology
Q3 2021 Filed on Nov 15, 2021
385
$10.98 - $13.29 $4.23K - $5.12K
SMG
Scotts Miracle Gro CO

Basic Materials
Q3 2021 Filed on Nov 15, 2021
31
$142.31 - $191.02 $4.41K - $5.92K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
7
$58.18 - $65.23 $407 - $457
TRI
Thomson Reuters Corp

Industrials
Q3 2021 Filed on Nov 15, 2021
45
$99.28 - $119.44 $4.47K - $5.37K
SBAC
Sba Communications Corp

Real Estate
Q3 2021 Filed on Nov 15, 2021
12
$320.04 - $368.58 $3.84K - $4.42K
Lucid Group Inc Com
Q3 2021 Filed on Nov 15, 2021
562
N/A
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q3 2021 Filed on Nov 15, 2021
12
$181.39 - $202.99 $2.18K - $2.44K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 15, 2021
9
$73.87 - $92.86 $665 - $836
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q3 2021 Filed on Nov 15, 2021
11
$77.73 - $85.84 $855 - $944
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
Alexion Pharmaceuticals Inc Com
Q3 2021 Filed on Nov 15, 2021
28
N/A
Ashford Hospitality Tr Inc Com Shs
Q3 2021 Filed on Nov 15, 2021
2,000
N/A
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q3 2021 Filed on Nov 15, 2021
903
$31.48 - $41.58 $28.4K - $37.5K
DELL
Dell Technologies Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
69
$46.78 - $53.41 $3.23K - $3.69K
Rice Acquisition Corp Com Cl A
Q3 2021 Filed on Nov 15, 2021
500
N/A
CLX
Clorox CO

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
7
$162.19 - $187.74 $1.14K - $1.31K
XLE
Energy Sector Spdr

ETFs
Q3 2021 Filed on Nov 15, 2021
306
$45.79 - $54.81 $14K - $16.8K
Slack Technologies Inc Com Cl A
Q3 2021 Filed on Nov 15, 2021
24
N/A
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