Walled Lake Planning & Wealth Management, LLC Barclays Bank PLC Put Options Transaction History
Walled Lake Planning & Wealth Management, LLC
- $245 Million
- Q4 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding CAPE
# of Institutions
39Shares Held
8.78MCall Options Held
0Put Options Held
0-
Ubs Group Ag2.27MShares$66.3 Million0.01% of portfolio
-
Waddell & Associates, LLC1.97MShares$57.5 Million6.06% of portfolio
-
Straightline Group LLC Troy, MI1.01MShares$29.5 Million19.83% of portfolio
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Evensky & Katz LLC579KShares$16.9 Million1.14% of portfolio
-
Foundations Investment Advisors, LLC279KShares$8.16 Million0.17% of portfolio