Walled Lake Planning & Wealth Management, LLC Allspring Income Opportunities Fund Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$8.05 - $8.44 $909 - $953	-113 Closed	0 $0
Q4 2020 Feb 19, 2021	SELL	$7.14 - $8.16 $771 - $881	-108 Reduced 48.87%	113 $1,000
Q3 2020 Nov 13, 2020	BUY	$7.06 - $7.58 $35 - $37	5 Added 2.31%	221 $2,000
Q2 2020 Aug 18, 2020	BUY	$5.88 - $7.48 $35 - $44	6 Added 2.86%	216 $2,000
Q1 2020 May 15, 2020	BUY	$4.98 - $8.65 $1,045 - $1,816	210 New	210 $1,000

Others Institutions Holding EAD

# of Institutions

Shares Held

14.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.64M
Shares

$24.9 Million
0.0% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.43M
Shares

$9.77 Million
0.49% of portfolio
Cohen & Steers, Inc. New York, NY

968K
Shares

$6.61 Million
0.01% of portfolio
Sit Investment Associates Inc Minneapolis, MN

880K
Shares

$6.01 Million
0.13% of portfolio
Pathstone Holdings, LLC Englewood, NJ

826K
Shares

$5.64 Million
0.03% of portfolio

View Full List

About ALLSPRING INCOME OPPORTUNITIES FUND

Ticker EAD
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Wells Fargo Advantage Funds - Allspring Income Opportunities Fund is a closed-ended fixed income mutual fund launched and managed by Wells Fargo Funds Management, LLC. It is co-managed by Wells Capital Management Incorporated. The fund invests in the fixed income markets of the United States. It primarily invests in below investment grade debt s...

More about EAD

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