Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 10, 2022

SELL
N/A
-5,275 Closed
0 $0
Q3 2020

Nov 13, 2020

BUY
N/A
5,275 New
5,275 $106,000
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.