Walled Lake Planning & Wealth Management, LLC Ishares Msci Usa Equal Weighte Call Options Transaction History
Walled Lake Planning & Wealth Management, LLC
- $226 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding EUSA
# of Institutions
103Shares Held
4.32MCall Options Held
0Put Options Held
0-
Schroder Investment Management Group London, X0531KShares$49.6 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC529KShares$49.4 Million0.0% of portfolio
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Envestnet Asset Management Inc357KShares$33.3 Million0.01% of portfolio
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D.A. Davidson & Co.332KShares$31 Million0.26% of portfolio
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Arkadios Wealth Advisors312KShares$29.2 Million1.97% of portfolio