Walled Lake Planning & Wealth Management, LLC Double Line Yield Opportunities Fund Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $246 Million
  • Q3 2024

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Double Line Yield Opportunities Fund stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 40,142 shares of DLY stock, worth $643,877. This represents 0.27% of its overall portfolio holdings.

Number of Shares
40,142
Previous 33,942 18.27%
Holding current value
$643,877
Previous $535,000 24.3%
% of portfolio
0.27%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$15.67 - $16.79 $97,154 - $104,098
6,200 Added 18.27%
40,142 $665,000
Q1 2024

May 13, 2024
BUY
$14.7 - $15.94 $143,619 - $155,733
9,770 Added 40.42%
33,942 $541,000
Q4 2023

Feb 13, 2024
BUY
$13.65 - $15.05 $96,027 - $105,876
7,035 Added 41.05%
24,172 $359,000
Q3 2023

Nov 14, 2023
BUY
$14.02 - $15.18 $240,260 - $260,139
17,137 New
17,137 $252,000

Others Institutions Holding DLY

# of Institutions
79
Shares Held
9.78M
Call Options Held
0
Put Options Held
0
View Full List

About DoubleLine Yield Opportunities Fund

DLY Quotes by TradingView
  • Ticker DLY
  • Exchange NYSE
  • Sector N/A
  • Industry N/A
More about DLY
Track This Portfolio

Track Walled Lake Planning & Wealth Management, LLC Portfolio

Follow Walled Lake Planning & Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email