Walled Lake Planning & Wealth Management, LLC Global X Fds Global X Autonomo Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$26.95 - $32.11 $8,111 - $9,665	-301 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$26.72 - $29.15 $26 - $29	1 Added 0.33%	301 $8,000
Q1 2021 May 17, 2021	BUY	$24.01 - $28.34 $7,203 - $8,502	300 New	300 $8,000

Others Institutions Holding DRIV

# of Institutions

167

Shares Held

4.81M

Call Options Held

7.2K

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

750K
Shares

$16.8 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

459K
Shares

$10.3 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

442K
Shares

$9.91 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

316K
Shares

$7.1 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

225K
Shares

$5.04 Million
0.01% of portfolio

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