Walled Lake Planning & Wealth Management, LLC Aberdeen Global Premier Properties Fund Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$5.18 - $5.95 $1,139 - $1,309	-220 Closed	0 $0
Q4 2020 Feb 19, 2021	SELL	$4.36 - $5.26 $933 - $1,125	-214 Reduced 49.31%	220 $1,000
Q3 2020 Nov 13, 2020	BUY	$4.55 - $4.97 $50 - $54	11 Added 2.6%	434 $2,000
Q2 2020 Aug 18, 2020	BUY	$3.82 - $5.05 $42 - $55	11 Added 2.67%	423 $2,000
Q1 2020 May 15, 2020	BUY	$3.2 - $6.99 $1,318 - $2,879	412 New	412 $2,000

Others Institutions Holding AWP

# of Institutions

Shares Held

9.7M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.75M
Shares

$15.6 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

832K
Shares

$3.46 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

626K
Shares

$2.6 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

548K
Shares

$2.28 Million
0.04% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

523K
Shares

$2.18 Million
0.0% of portfolio

View Full List

About ABERDEEN GLOBAL PREMIER PROPERTIES FUND

Ticker AWP
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Abrdn Global Premier Properties Fund is a closed-end equity mutual fund launched and managed by Alpine Woods Capital Investors, LLC. It invests in the public equity markets across the globe. The fund invests in stocks of companies operating across real estate sectors. It invests in value stocks of companies. The fund employs fundamental analysis...

More about AWP

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