Walled Lake Planning & Wealth Management, LLC Dave Inc Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $250 Million
  • Q3 2025

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Dave Inc stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 44,598 shares of DAVEW stock, worth $44,598. This represents 0.02% of its overall portfolio holdings.

Number of Shares
44,598
Previous 65,598 32.01%
Holding current value
$44,598
Previous $118,000 59.32%
% of portfolio
0.02%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$1.09 - $2.16 $22,890 - $45,360
-21,000 Reduced 32.01%
44,598 $48,000
Q4 2023

Feb 13, 2024
BUY
$0.01 - $0.03 $655 - $1,967
65,598 New
65,598 $1,000

Others Institutions Holding DAVEW

# of Institutions
22
Shares Held
5.97M
Call Options Held
229K
Put Options Held
0
View Full List

About DAVE INC

DAVEW Quotes by TradingView
  • Ticker DAVEW
  • Sector Technology
  • Industry Software—Application
More about DAVEW
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