Walled Lake Planning & Wealth Management, LLC Ishares Trust Ishares Msci Glo 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	$87.78 - $97.25 $59,163 - $65,546	-674 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$95.5 - $100.65 $64,367 - $67,838	674 New	674 $65,000

Others Institutions Holding SDG

# of Institutions

122

Shares Held

1.44M

Call Options Held

Put Options Held

Cwm, LLC

290K
Shares

$23.1 Million
0.11% of portfolio
Mission Wealth Management, LP

118K
Shares

$9.39 Million
0.24% of portfolio
Wealth Enhancement Advisory Services, LLC

102K
Shares

$8.1 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

70.6K
Shares

$5.61 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

61.8K
Shares

$4.91 Million
0.01% of portfolio

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