Walled Lake Planning & Wealth Management, LLC Invesco Exchange Traded Self I Call Options Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding OMFL

# of Institutions

284

Shares Held

86.9M

Call Options Held

149K

Put Options Held

Invesco Ltd. Atlanta, GA

22.5M
Shares

$1.24 Billion
0.24% of portfolio
Balentine LLC Atlanta, GA

5.67M
Shares

$312 Million
11.83% of portfolio
Arizona Psprs Trust Phoenix, AZ

5.37M
Shares

$296 Million
11.31% of portfolio
Morgan Stanley New York, NY

5.01M
Shares

$276 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

4.69M
Shares

$258 Million
0.11% of portfolio

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Ticker OMFL
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