Walled Lake Planning & Wealth Management, LLC Ishares Tr Transaction History
Walled Lake Planning & Wealth Management, LLC
- $250 Million
- Q3 2025
A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 2,930 shares of EMB stock, worth $281,192. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,930
Previous 2,930
-0.0%
Holding current value
$281,192
Previous $271,000
2.58%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding EMB
# of Institutions
1,043Shares Held
144MCall Options Held
4.25MPut Options Held
9.47M-
Wells Fargo & Company San Francisco, CA18.7MShares$1.79 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY11.4MShares$1.09 Billion0.07% of portfolio
-
Betterment LLC New York, NY6.72MShares$645 Million1.26% of portfolio
-
Bank Of America Corp Charlotte, NC5.49MShares$527 Million0.04% of portfolio
-
Envestnet Asset Management Inc4.57MShares$438 Million0.13% of portfolio