Walled Lake Planning & Wealth Management, LLC Invesco S&P 500 Equal Weight H Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $226 Million
  • Q2 2024

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Invesco S&P 500 Equal Weight H stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 332,863 shares of RYH stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
332,863
Previous 299,943 10.98%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
N/A
32,920 Added 10.98%
332,863 $0
Q1 2024

May 13, 2024
BUY
$0.0 - $30.38 $0 - $1.38 Million
45,364 Added 17.82%
299,943 $0
Q4 2023

Feb 13, 2024
BUY
$25.3 - $29.85 $431,769 - $509,420
17,066 Added 7.19%
254,579 $7.58 Million
Q3 2023

Nov 14, 2023
BUY
$0.0 - $298.88 $0 - $64.3 Million
215,176 Added 963.32%
237,513 $6.51 Million
Q2 2023

Aug 11, 2023
BUY
$0.0 - $302.41 $0 - $353,517
1,169 Added 5.52%
22,337 $6.66 Million
Q1 2023

May 12, 2023
BUY
$276.91 - $303.91 $934,294 - $1.03 Million
3,374 Added 18.96%
21,168 $6.17 Million
Q4 2022

Feb 13, 2023
BUY
$269.89 - $296.18 $223,738 - $245,533
829 Added 4.89%
17,794 $5.13 Million
Q3 2022

Nov 01, 2022
BUY
$254.08 - $292.23 $4.31 Million - $4.96 Million
16,965 New
16,965 $4.26 Million
Q1 2022

May 13, 2022
SELL
$286.24 - $317.79 $201,226 - $223,406
-703 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$291.48 - $321.86 $185,089 - $204,381
635 Added 933.82%
703 $225,000
Q3 2021

Nov 15, 2021
BUY
$293.2 - $320.85 $19,937 - $21,817
68 New
68 $20,000

Others Institutions Holding RYH

# of Institutions
199
Shares Held
12.8M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P 500 EQUAL WEIGHT H

RYH Quotes by TradingView
  • Ticker RYH
  • Sector ETFs
  • Industry ETFs
More about RYH
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