Walled Lake Planning & Wealth Management, LLC Options Holdings

Walled Lake Planning & Wealth Management, LLC

  • $250 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Oracle Corp Call
CALL
$0
1K
Q3 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $250 Million
  • Prior Value $257 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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