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
DLB
Dolby Laboratories, Inc.

Industrials
Q4 2021 Filed on Feb 10, 2022
305
$83.4 - $95.59 $25.4K - $29.2K
CRM
Salesforce, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
161
$247.21 - $309.96 $39.8K - $49.9K
CI
Cigna Corp

Healthcare
Q4 2021 Filed on Feb 10, 2022
63
$191.9 - $231.65 $12.1K - $14.6K
TWTR
Twitter, Inc.

Communication Services
Q4 2021 Filed on Feb 10, 2022
1,650
$42.07 - $66.11 $69.4K - $109K
SWKS
Skyworks Solutions, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
512
$146.39 - $173.51 $75K - $88.8K
MSI
Motorola Solutions, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
28
$231.47 - $272.73 $6.48K - $7.64K
NOK
Nokia Corp

Technology
Q4 2021 Filed on Feb 10, 2022
136
$5.46 - $6.34 $743 - $862
IBB
Ishares Biotechnology ETF

ETFs
Q4 2021 Filed on Feb 10, 2022
128
$145.27 - $164.78 $18.6K - $21.1K
Xilinx Inc Com
Q4 2021 Filed on Feb 10, 2022
500
N/A
MS
Morgan Stanley

Financial Services
Q4 2021 Filed on Feb 10, 2022
105
$94.82 - $104.66 $9.96K - $11K
KLAC
Kla Corp

Technology
Q4 2021 Filed on Feb 10, 2022
19
$319.55 - $440.17 $6.07K - $8.36K
DDD
3 D Systems Corp

Technology
Q4 2021 Filed on Feb 10, 2022
230
$20.77 - $33.88 $4.78K - $7.79K
C
Citigroup Inc

Financial Services
Q4 2021 Filed on Feb 10, 2022
200
$58.28 - $72.53 $11.7K - $14.5K
SAGE
Sage Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 10, 2022
44
$37.06 - $47.11 $1.63K - $2.07K
D
Dominion Energy, Inc

Utilities
Q4 2021 Filed on Feb 10, 2022
183
$70.85 - $78.57 $13K - $14.4K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2021 Filed on Feb 10, 2022
115
$85.94 - $98.85 $9.88K - $11.4K
KEYS
Keysight Technologies, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
211
$161.15 - $207.93 $34K - $43.9K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
665
$111.96 - $177.7 $74.5K - $118K
CGC
Canopy Growth Corp

Healthcare
Q4 2021 Filed on Feb 10, 2022
134
$8.73 - $15.27 $1.17K - $2.05K
ETN
Eaton Corp PLC

Industrials
Q4 2021 Filed on Feb 10, 2022
146
$148.36 - $174.66 $21.7K - $25.5K
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
825
$12.19 - $17.0 $10.1K - $14K
JD
Jd.Com, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
470
$65.63 - $91.55 $30.8K - $43K
AMAT
Applied Materials Inc

Technology
Q4 2021 Filed on Feb 10, 2022
300
$125.2 - $162.72 $37.6K - $48.8K
AMGN
Amgen Inc

Healthcare
Q4 2021 Filed on Feb 10, 2022
745
$198.88 - $227.6 $148K - $170K
AXP
American Express CO

Financial Services
Q4 2021 Filed on Feb 10, 2022
860
$150.06 - $187.08 $129K - $161K
T
At&T Inc.

Communication Services
Q4 2021 Filed on Feb 10, 2022
376
$16.74 - $20.66 $6.29K - $7.77K
NVO
Novo Nordisk A S

Healthcare
Q4 2021 Filed on Feb 10, 2022
100
$95.88 - $117.08 $9.59K - $11.7K
DIDIY
Di Di Global Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
720
$4.94 - $9.81 $3.56K - $7.06K
ONTF
On24 Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
5,175
$15.2 - $20.62 $78.7K - $107K
EVN
Eaton Vance Municipal Income Trust

Financial Services
Q4 2021 Filed on Feb 10, 2022
7,180
$13.47 - $13.99 $96.7K - $100K
GNLN
Greenlane Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 10, 2022
301
$18.14 - $50.0 $5.46K - $15.1K
Nanoviricides Inc Com
Q4 2021 Filed on Feb 10, 2022
50
N/A
PLL
Piedmont Lithium Inc.

Basic Materials
Q4 2021 Filed on Feb 10, 2022
75
$50.86 - $66.39 $3.81K - $4.98K
AON
Aon PLC

Financial Services
Q4 2021 Filed on Feb 10, 2022
375
$285.28 - $321.08 $107K - $120K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q4 2021 Filed on Feb 10, 2022
649
$98.21 - $108.46 $63.7K - $70.4K
FDX
Fedex Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
21
$217.87 - $258.64 $4.58K - $5.43K
AHT
Ashford Hospitality Trust Inc

Real Estate
Q4 2021 Filed on Feb 10, 2022
200
$9.45 - $15.79 $1.89K - $3.16K
SDG
Ishares Trust Ishares Msci Glo

ETFs
Q4 2021 Filed on Feb 10, 2022
674
$87.78 - $97.25 $59.2K - $65.5K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q4 2021 Filed on Feb 10, 2022
776
$95.76 - $106.67 $74.3K - $82.8K
GPN
Global Payments Inc

Industrials
Q4 2021 Filed on Feb 10, 2022
200
$117.86 - $161.31 $23.6K - $32.3K
QGEN
Qiagen N.V.

Healthcare
Q4 2021 Filed on Feb 10, 2022
1,966
$50.62 - $56.47 $99.5K - $111K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q4 2021 Filed on Feb 10, 2022
150
$23.24 - $45.06 $3.49K - $6.76K
DUOL
Duolingo, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
1
$95.69 - $188.05 $95.7 - $188
GXO
Gxo Logistics, Inc.

Industrials
Q4 2021 Filed on Feb 10, 2022
38
$73.73 - $103.57 $2.8K - $3.94K
XLU
Utilities Sector Spdr

ETFs
Q4 2021 Filed on Feb 10, 2022
227
$63.88 - $71.58 $14.5K - $16.2K
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q4 2021 Filed on Feb 10, 2022
200
$30.63 - $34.72 $6.13K - $6.94K
DGRO
Ishares Core Dividend Growth E

ETFs
Q4 2021 Filed on Feb 10, 2022
125
$50.43 - $55.68 $6.3K - $6.96K
HTGC
Hercules Capital, Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
6,050
$16.14 - $18.07 $97.6K - $109K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q4 2021 Filed on Feb 10, 2022
151
$118.81 - $129.12 $17.9K - $19.5K
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