Walled Lake Planning & Wealth Management, LLC Options Holdings

Walled Lake Planning & Wealth Management, LLC

  • $258 Million
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $258 Million
  • Prior Value $245 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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