Walled Lake Planning & Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$44.89 - $48.92 $43,992 - $47,941	-980 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$42.97 - $45.96 $42,110 - $45,040	980 New	980 $44,000

Others Institutions Holding PWV

# of Institutions

157

Shares Held

10.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

3.23M
Shares

$188 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.08M
Shares

$62.9 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

617K
Shares

$35.9 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

518K
Shares

$30.1 Million
0.02% of portfolio
Ubs Group Ag

502K
Shares

$29.2 Million
0.01% of portfolio

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Ticker PWV
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