Walled Lake Planning & Wealth Management, LLC Barclays Bank PLC Call Options Transaction History
Walled Lake Planning & Wealth Management, LLC
- $226 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding CAPE
# of Institutions
37Shares Held
11.6MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL2.4MShares$71.1 Million0.22% of portfolio
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Ubs Group Ag2.2MShares$65.1 Million0.02% of portfolio
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Waddell & Associates, LLC1.95MShares$57.8 Million7.17% of portfolio
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Socha Financial Group, LLC Corning, NY1.85MShares$54.8 Million23.77% of portfolio
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Evensky & Katz LLC591KShares$17.5 Million1.14% of portfolio