Walled Lake Planning & Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History
Walled Lake Planning & Wealth Management, LLC
- $226 Million
- Q2 2024
Shares
6 transactions
Others Institutions Holding IWB
# of Institutions
1,351Shares Held
92.9MCall Options Held
56.9KPut Options Held
46K-
Jones Financial Companies Lllp8.87MShares$2.78 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.42 Billion0.48% of portfolio
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Bank Of America Corp Charlotte, NC3.65MShares$1.14 Billion0.1% of portfolio
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M&T Bank Corp3.16MShares$991 Million3.23% of portfolio
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Morgan Stanley New York, NY2.8MShares$877 Million0.07% of portfolio