Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 15, 2021

SELL
N/A
-28 Closed
0 $0
Q1 2021

May 17, 2021

SELL
N/A
-118 Reduced 80.82%
28 $4,000
Q1 2020

May 15, 2020

BUY
N/A
118 Added 421.43%
146 $13,000
Q4 2019

May 15, 2020

BUY
N/A
28 New
28 $3,000
Track This Portfolio

Track Walled Lake Planning & Wealth Management, LLC Portfolio

Follow Walled Lake Planning & Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.