Walled Lake Planning & Wealth Management, LLC Invesco S&P 500 Equal Weight H Transaction History

Walled Lake Planning & Wealth Management, LLC

$257 Million
Q2 2025

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Invesco S&P 500 Equal Weight H stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 407,726 shares of RYH stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

407,726

Previous 387,256 5.29%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	N/A	20,470 Added 5.29%	407,726 $0
Q1 2025 May 07, 2025	BUY	N/A	21,617 Added 5.91%	387,256 $0
Q4 2024 Feb 12, 2025	BUY	N/A	18,535 Added 5.34%	365,639 $0
Q3 2024 Nov 14, 2024	BUY	N/A	14,241 Added 4.28%	347,104 $0
Q2 2024 Aug 12, 2024	BUY	N/A	32,920 Added 10.98%	332,863 $0
Q1 2024 May 13, 2024	BUY	$0.0 - $30.38 $0 - $1.38 Million	45,364 Added 17.82%	299,943 $0
Q4 2023 Feb 13, 2024	BUY	$25.3 - $29.85 $431,769 - $509,420	17,066 Added 7.19%	254,579 $7.58 Million
Q3 2023 Nov 14, 2023	BUY	$0.0 - $298.88 $0 - $64.3 Million	215,176 Added 963.32%	237,513 $6.51 Million
Q2 2023 Aug 11, 2023	BUY	$0.0 - $302.41 $0 - $353,517	1,169 Added 5.52%	22,337 $6.66 Million
Q1 2023 May 12, 2023	BUY	$276.91 - $303.91 $934,294 - $1.03 Million	3,374 Added 18.96%	21,168 $6.17 Million
Q4 2022 Feb 13, 2023	BUY	$269.89 - $296.18 $223,738 - $245,533	829 Added 4.89%	17,794 $5.13 Million
Q3 2022 Nov 01, 2022	BUY	$254.08 - $292.23 $4.31 Million - $4.96 Million	16,965 New	16,965 $4.26 Million
Q1 2022 May 13, 2022	SELL	$286.24 - $317.79 $201,226 - $223,406	-703 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$291.48 - $321.86 $185,089 - $204,381	635 Added 933.82%	703 $225,000
Q3 2021 Nov 15, 2021	BUY	$293.2 - $320.85 $19,937 - $21,817	68 New	68 $20,000

Others Institutions Holding RYH

# of Institutions

191

Shares Held

11.1M

Call Options Held

9.1K

Put Options Held

View Full List

About INVESCO S&P 500 EQUAL WEIGHT H

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Walled Lake Planning & Wealth Management, LLC Invesco S&P 500 Equal Weight H Transaction History