Walled Lake Planning & Wealth Management, LLC Vanguard Information Technolog 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
Q2 2020 Aug 18, 2020	SELL	$201.88 - $278.76 $20,188 - $27,876	-100 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$185.49 - $273.21 $18,549 - $27,320	100 New	100 $21,000

Others Institutions Holding VGT

# of Institutions

1,647

Shares Held

49M

Call Options Held

318K

Put Options Held

194K

Bank Of America Corp Charlotte, NC

15.9M
Shares

$9.31 Billion
0.82% of portfolio
Jpmorgan Chase & CO New York, NY

4.99M
Shares

$2.93 Billion
0.25% of portfolio
Morgan Stanley New York, NY

1.98M
Shares

$1.16 Billion
0.09% of portfolio
Ubs Group Ag

1.8M
Shares

$1.06 Billion
0.26% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

1.51M
Shares

$884 Million
0.04% of portfolio

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