Walled Lake Planning & Wealth Management, LLC Ishares Tr Msci Usa Esg Select Call Options Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SUSA

# of Institutions

489

Shares Held

18.7M

Call Options Held

200

Put Options Held

Jpmorgan Chase & CO New York, NY

1.6M
Shares

$190 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.5M
Shares

$178 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.18M
Shares

$140 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

1M
Shares

$119 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

837K
Shares

$99.3 Million
0.03% of portfolio

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