Walled Lake Planning & Wealth Management, LLC Closed Holding Positions

Walled Lake Planning & Wealth Management, LLC

  • $226 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q2 2022 Filed on Aug 09, 2022
12,100
$2.87 - $3.4 $34.7K - $41.1K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q2 2022 Filed on Aug 09, 2022
10,125
$11.99 - $13.5 $121K - $137K
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
Q2 2022 Filed on Aug 09, 2022
8,292
$18.61 - $25.84 $154K - $214K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q2 2022 Filed on Aug 09, 2022
2,438
$47.98 - $60.79 $117K - $148K
DUK
Duke Energy Corp

Utilities
Q2 2022 Filed on Aug 09, 2022
24,695
$97.82 - $115.43 $2.42M - $2.85M
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
Q2 2022 Filed on Aug 09, 2022
11,443
$14.8 - $17.24 $169K - $197K
LHX
L3 Harris Technologies, Inc.

Industrials
Q2 2022 Filed on Aug 09, 2022
1,434
$221.57 - $260.8 $318K - $374K
EW
Edwards Lifesciences Corp

Healthcare
Q2 2022 Filed on Aug 09, 2022
1,895
$86.5 - $128.27 $164K - $243K
XLP
Consumer Staples Sector Spdr

ETFs
Q2 2022 Filed on Aug 09, 2022
7,193
N/A
DNLI
Denali Therapeutics Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
5,020
$29.0 - $47.27 $146K - $237K
CAT
Caterpillar Inc

Industrials
Q1 2022 Filed on May 13, 2022
15,319
$182.83 - $229.87 $2.8M - $3.52M
NKE
Nike, Inc.

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
1,305
$117.57 - $166.39 $153K - $217K
CVX
Chevron Corp

Energy
Q1 2022 Filed on May 13, 2022
34,134
$119.26 - $170.9 $4.07M - $5.83M
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on May 13, 2022
363
$331.01 - $597.37 $120K - $217K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q4 2021 Filed on Feb 10, 2022
13
$108.26 - $120.32 $1.41K - $1.56K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
182
$194.71 - $293.18 $35.4K - $53.4K
TRV
Travelers Companies, Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
92
$145.48 - $162.37 $13.4K - $14.9K
LOW
Lowes Companies Inc

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
176
$203.7 - $261.38 $35.9K - $46K
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2021 Filed on Feb 10, 2022
300
$74.42 - $85.34 $22.3K - $25.6K
FVD
First Tr Value Line Divid Inde

ETFs
Q4 2021 Filed on Feb 10, 2022
840
$39.46 - $43.04 $33.1K - $36.2K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
138
$179.32 - $271.7 $24.7K - $37.5K
LITE
Lumentum Holdings Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
1,350
$80.7 - $106.99 $109K - $144K
ABT
Abbott Laboratories

Healthcare
Q4 2021 Filed on Feb 10, 2022
417
$115.53 - $141.46 $48.2K - $59K
DIS
Walt Disney CO

Communication Services
Q4 2021 Filed on Feb 10, 2022
234
$142.15 - $177.71 $33.3K - $41.6K
AYI
Acuity Brands Inc

Industrials
Q4 2021 Filed on Feb 10, 2022
107
$173.79 - $224.23 $18.6K - $24K
AMCX
Amc Networks Inc.

Communication Services
Q4 2021 Filed on Feb 10, 2022
400
$33.5 - $49.1 $13.4K - $19.6K
WIX
Wix.Com Ltd.

Technology
Q4 2021 Filed on Feb 10, 2022
29
$138.73 - $200.92 $4.02K - $5.83K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2021 Filed on Feb 10, 2022
201
$280.02 - $327.35 $56.3K - $65.8K
USO
United States Oil Fund, LP

ETFs
Q4 2021 Filed on Feb 10, 2022
119
$47.04 - $58.45 $5.6K - $6.96K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q4 2021 Filed on Feb 10, 2022
972
$102.29 - $108.28 $99.4K - $105K
AZN
Astrazeneca PLC

Healthcare
Q4 2021 Filed on Feb 10, 2022
59
$54.02 - $63.83 $3.19K - $3.77K
ACB
Aurora Cannabis Inc

Healthcare
Q4 2021 Filed on Feb 10, 2022
50
$5.41 - $8.5 $271 - $425
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
Q4 2021 Filed on Feb 10, 2022
8,850
$11.66 - $12.38 $103K - $110K
UCO
Pro Shares Trust Ii

ETFs
Q4 2021 Filed on Feb 10, 2022
80
$16.63 - $25.3 $1.33K - $2.02K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q4 2021 Filed on Feb 10, 2022
9
$47.81 - $52.33 $430 - $471
RTX
Raytheon Technologies Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
182
$79.05 - $91.86 $14.4K - $16.7K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q4 2021 Filed on Feb 10, 2022
45
$569.0 - $667.24 $25.6K - $30K
AMD
Advanced Micro Devices Inc

Technology
Q4 2021 Filed on Feb 10, 2022
500
$100.34 - $161.91 $50.2K - $81K
PANW
Palo Alto Networks Inc

Technology
Q4 2021 Filed on Feb 10, 2022
279
$469.54 - $568.34 $131K - $159K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
2
$18.53 - $22.21 $37.1 - $44.4
LRCX
Lam Research Corp

Technology
Q4 2021 Filed on Feb 10, 2022
12
$544.41 - $726.75 $6.53K - $8.72K
UNH
Unitedhealth Group Inc

Healthcare
Q4 2021 Filed on Feb 10, 2022
64
$387.01 - $505.58 $24.8K - $32.4K
A
Agilent Technologies, Inc.

Healthcare
Q4 2021 Filed on Feb 10, 2022
328
$147.95 - $164.3 $48.5K - $53.9K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2021 Filed on Feb 10, 2022
121
$130.98 - $134.88 $15.8K - $16.3K
TXN
Texas Instruments Inc

Technology
Q4 2021 Filed on Feb 10, 2022
425
$184.24 - $201.29 $78.3K - $85.5K
BAC
Bank Of America Corp

Financial Services
Q4 2021 Filed on Feb 10, 2022
300
$43.08 - $48.37 $12.9K - $14.5K
KSS
Kohls Corp

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
3,781
$44.44 - $62.48 $168K - $236K
MTG
Mgic Investment Corp

Financial Services
Q4 2021 Filed on Feb 10, 2022
1,014
$13.33 - $16.52 $13.5K - $16.8K
NOC
Northrop Grumman Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
134
$345.98 - $406.62 $46.4K - $54.5K
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