Walled Lake Planning & Wealth Management, LLC Black Rock Science & Technology Trust Ii Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$16.1 - $18.23 $2,431 - $2,752	151 Added 1.3%	11,801 $213,000
Q1 2023 May 12, 2023	BUY	$16.0 - $19.04 $186,400 - $221,816	11,650 New	11,650 $217,000

Others Institutions Holding BSTZ

# of Institutions

112

Shares Held

24.8M

Call Options Held

Put Options Held

Saba Capital Management, L.P. New York, NY

6.7M
Shares

$147 Million
2.75% of portfolio
Morgan Stanley New York, NY

2.98M
Shares

$65.6 Million
0.0% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.65M
Shares

$36.2 Million
1.74% of portfolio
Karpus Management, Inc. Pittsford, NY

1.25M
Shares

$27.4 Million
0.78% of portfolio
Invesco Ltd. Atlanta, GA

1.1M
Shares

$24.2 Million
0.0% of portfolio

View Full List

About BlackRock Science & Technology Trust II

Ticker BSTZ
Exchange NYSE
Sector N/A
Industry N/A

More about BSTZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.

Account