Walled Lake Planning & Wealth Management, LLC Closed Holding Positions

Walled Lake Planning & Wealth Management, LLC

  • $245 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KR
Kroger CO

Consumer Defensive
Q4 2021 Filed on Feb 10, 2022
51
$38.59 - $46.22 $1.97K - $2.36K
ZTS
Zoetis Inc.

Healthcare
Q4 2021 Filed on Feb 10, 2022
300
$193.69 - $247.03 $58.1K - $74.1K
GMED
Globus Medical Inc

Healthcare
Q4 2021 Filed on Feb 10, 2022
102
$62.62 - $79.92 $6.39K - $8.15K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q4 2021 Filed on Feb 10, 2022
384
$19.23 - $25.63 $7.38K - $9.84K
PPG
Ppg Industries Inc

Basic Materials
Q4 2021 Filed on Feb 10, 2022
126
$144.01 - $172.44 $18.1K - $21.7K
UPS
United Parcel Service Inc

Industrials
Q4 2021 Filed on Feb 10, 2022
105
$178.42 - $218.07 $18.7K - $22.9K
SYK
Stryker Corp

Healthcare
Q4 2021 Filed on Feb 10, 2022
100
$236.63 - $276.44 $23.7K - $27.6K
VTR
Ventas, Inc.

Real Estate
Q4 2021 Filed on Feb 10, 2022
404
$45.69 - $56.9 $18.5K - $23K
ABB
Abb LTD

Industrials
Q4 2021 Filed on Feb 10, 2022
1,071
$32.55 - $38.65 $34.9K - $41.4K
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
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Feb 10, 2022
126
$99.53 - $127.75 $12.5K - $16.1K
XPO
Xpo Logistics, Inc.

Industrials
Q4 2021 Filed on Feb 10, 2022
38
$70.31 - $87.0 $2.67K - $3.31K
ANSS
Ansys Inc

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

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
1,073
$75.2 - $88.55 $80.7K - $95K
EPAM
Epam Systems, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
62
$564.07 - $717.49 $35K - $44.5K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2021 Filed on Feb 10, 2022
124
$127.7 - $130.86 $15.8K - $16.2K
OPK
Opko Health, Inc.

Healthcare
Q4 2021 Filed on Feb 10, 2022
500
$3.52 - $5.15 $1.76K - $2.58K
ICHR
Ichor Holdings, Ltd.

Technology
Q4 2021 Filed on Feb 10, 2022
2,900
$38.07 - $49.91 $110K - $145K
GLW
Corning Inc

Technology
Q4 2021 Filed on Feb 10, 2022
764
$35.39 - $39.43 $27K - $30.1K
RL
Ralph Lauren Corp

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
182
$108.9 - $129.75 $19.8K - $23.6K
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
AMT
American Tower Corp

Real Estate
Q4 2021 Filed on Feb 10, 2022
100
$257.53 - $292.5 $25.8K - $29.3K
SPLK
Splunk Inc

Technology
Q4 2021 Filed on Feb 10, 2022
120
$108.91 - $173.31 $13.1K - $20.8K
PBA
Pembina Pipeline Corp

Energy
Q4 2021 Filed on Feb 10, 2022
201
$29.16 - $34.46 $5.86K - $6.93K
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
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
46
$86.81 - $97.12 $3.99K - $4.47K
ITW
Illinois Tool Works Inc

Industrials
Q4 2021 Filed on Feb 10, 2022
200
$206.87 - $247.07 $41.4K - $49.4K
COF
Capital One Financial Corp

Financial Services
Q4 2021 Filed on Feb 10, 2022
26
$138.35 - $173.25 $3.6K - $4.5K
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
CTXS
Citrix Systems Inc

Technology
Q4 2021 Filed on Feb 10, 2022
1,472
$78.72 - $108.43 $116K - $160K
SBAC
Sba Communications Corp

Real Estate
Q3 2021 Filed on Nov 15, 2021
12
$320.04 - $368.58 $3.84K - $4.42K
CLX
Clorox CO

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
7
$162.19 - $187.74 $1.14K - $1.31K
ERIC
Ericsson Lm Telephone CO

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

Industrials
Q3 2021 Filed on Nov 15, 2021
45
$99.28 - $119.44 $4.47K - $5.37K
EEM
Ishares Msci Emerging Markets

ETFs
Q3 2021 Filed on Nov 15, 2021
482
$49.5 - $54.84 $23.9K - $26.4K
SMG
Scotts Miracle Gro CO

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

Basic Materials
Q3 2021 Filed on Nov 15, 2021
25
$169.16 - $193.41 $4.23K - $4.84K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
7
$58.18 - $65.23 $407 - $457
DELL
Dell Technologies Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
69
$46.78 - $53.41 $3.23K - $3.69K
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
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