Walled Lake Planning & Wealth Management, LLC Asset Management

Walled Lake Planning & Wealth Management, LLC

  • $246 Million
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$508,000 0.21% of portfolio
39,201
Q3 2024 Added 0.38%
$0
$445,000 0.18% of portfolio
55,269
Q1 2024 Added 13.44%
$0
$394,000 0.16% of portfolio
19,470
Q3 2024 Added 0.61%
$0
$356,000 0.14% of portfolio
10,870
Q3 2024 Added 43.59%
$0
$324,000 0.13% of portfolio
32,320
Q1 2024 Added 189.35%
$0
$285,000 0.12% of portfolio
8,074
Q3 2024 Added 2.16%
$893M
$247,000 0.1% of portfolio
22,271
Q3 2024 New
$0
$235,000 0.1% of portfolio
19,075
Q2 2023 New
$132B
$231,000 0.09% of portfolio
1,511
Q3 2024 New
$33.9B
$227,000 0.09% of portfolio
1,457
Q3 2024 New
$1.29B
$223,000 0.09% of portfolio
4,875
Q1 2024 New
$0
$222,000 0.09% of portfolio
11,767
Q1 2023 New
$0
$221,000 0.09% of portfolio
11,219
Q4 2023 New
$103B
$221,000 0.09% of portfolio
1,776
Q3 2024 Added 0.34%
$0
$215,000 0.09% of portfolio
26,900
Q2 2024 New
$0
$211,000 0.09% of portfolio
27,800
Q2 2024 Added 0.36%
$0
$203,000 0.08% of portfolio
12,950
Q3 2024 New
$0
$175,000 0.07% of portfolio
13,261
Q1 2024 New
$0
$134,000 0.05% of portfolio
32,700
Q1 2024 New
$0
$108,000 0.04% of portfolio
34,800
Q2 2024 New
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