Walled Lake Planning & Wealth Management, LLC Purchases and Sells in Q2 2024

Walled Lake Planning & Wealth Management, LLC

  • $226 Million
  • Q2 2024

Top Buys

Incresed Positions

50 operations
Stock Shares change Price Range Shares Held Trade History
50.7K
+ 821.99%
$64.26 - $71.84 $3.26M - $3.64M
56.9K $3.87M
1.57K
+ 29.17%
$389.33 - $452.85 $613K - $713K
6.97K $3.12M
6.08K
+ 3.98%
$79.92 - $84.63 $486K - $514K
159K $13.3M
364
+ 6.75%
$455.1 - $504.28 $166K - $184K
5.76K $2.88M
339
+ 7.23%
$497.53 - $549.64 $169K - $186K
5.03K $2.75M
257
+ 2.4%
$183.56 - $216.15 $47.2K - $55.6K
11K $2.35M
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
180K
New
$51.23 - $54.89 $9.2M - $9.85M
180K $9.42M
5.59K
New
$76.09 - $82.16 $425K - $459K
5.59K $437K
795
New
$495.16 - $548.49 $394K - $436K
795 $432K
2.3K
New
$163.33 - $183.11 $376K - $422K
2.3K $379K
2.82K
New
$118.11 - $1224.4 $333K - $3.46M
2.82K $348K
3.23K
New
$76.92 - $83.01 $249K - $268K
3.23K $263K
View all

Top Sells

Reduced Positions

34 operations
Stock Shares change Price Range Shares Held Trade History
-105K
- 86.67%
$85.34 - $90.41 $9M - $9.54M
16.2K $1.43M
-26K
- 51.46%
$127.68 - $150.38 $3.32M - $3.91M
24.5K $3.56M
-12.7K
- 21.27%
$123.8 - $132.96 $1.58M - $1.69M
47.1K $5.84M
-1.14K
- 4.32%
$238.46 - $287.6 $272K - $328K
25.2K $6.22M
-753
- 2.03%
$124.12 - $159.55 $93.5K - $120K
36.3K $4.8M
-4.43K
- 3.19%
$75.81 - $80.15 $336K - $355K
134K $10.4M
View all
Activity Summary
Buys All Purchases 62 New Holdings 12 Increased Positions 50 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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