Walled Lake Planning & Wealth Management, LLC BLACKROCK MUNIHLDS INVSTM QLTY COM Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $226 Million
  • Q2 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 17, 2021
SELL
N/A
-13 Closed
0 $0
Q4 2020

Feb 19, 2021
SELL
N/A
-13 Reduced 50.0%
13 $0
Q3 2020

Nov 13, 2020
BUY
N/A
1 Added 4.0%
26 $0
Q1 2020

May 15, 2020
BUY
N/A
25 New
25 $0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email