Walled Lake Planning & Wealth Management, LLC Ishares Core Dividend Growth E Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$50.43 - $55.68 $6,303 - $6,960	-125 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$50.23 - $53.1 $6,278 - $6,637	125 New	125 $6,000

Others Institutions Holding DGRO

# of Institutions

1,079

Shares Held

263M

Call Options Held

306K

Put Options Held

156K

Morgan Stanley New York, NY

19M
Shares

$1.17 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

17.6M
Shares

$1.09 Billion
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

13M
Shares

$802 Million
0.38% of portfolio
Black Rock Inc. New York, NY

9.9M
Shares

$613 Million
0.01% of portfolio
Wealthfront Advisers LLC

9.49M
Shares

$588 Million
1.84% of portfolio

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