Walled Lake Planning & Wealth Management, LLC Closed Holding Positions

Walled Lake Planning & Wealth Management, LLC

  • $246 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ABT
Abbott Laboratories

Healthcare
Q4 2021 Filed on Feb 10, 2022
417
$115.53 - $141.46 $48.2K - $59K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 10, 2022
1,808
$16.79 - $27.09 $30.4K - $49K
LITE
Lumentum Holdings Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
1,350
$80.7 - $106.99 $109K - $144K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
138
$179.32 - $271.7 $24.7K - $37.5K
FVD
First Tr Value Line Divid Inde

ETFs
Q4 2021 Filed on Feb 10, 2022
840
$39.46 - $43.04 $33.1K - $36.2K
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2021 Filed on Feb 10, 2022
300
$74.42 - $85.34 $22.3K - $25.6K
LOW
Lowes Companies Inc

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
176
$203.7 - $261.38 $35.9K - $46K
TRV
Travelers Companies, Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
92
$145.48 - $162.37 $13.4K - $14.9K
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
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q4 2021 Filed on Feb 10, 2022
108
$241.33 - $266.02 $26.1K - $28.7K
RIO
Rio Tinto PLC

Basic Materials
Q4 2021 Filed on Feb 10, 2022
1,225
$59.9 - $71.09 $73.4K - $87.1K
MGM
Mgm Resorts International

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
900
$38.3 - $50.37 $34.5K - $45.3K
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
IWN
Ishares Russell2000 Val ETF

ETFs
Q4 2021 Filed on Feb 10, 2022
162
$157.31 - $176.88 $25.5K - $28.7K
IZRL
Ark ETF Tr Israel Innovative T

ETFs
Q4 2021 Filed on Feb 10, 2022
250
$27.31 - $31.95 $6.83K - $7.99K
DRIV
Global X Fds Global X Autonomo

ETFs
Q4 2021 Filed on Feb 10, 2022
301
$26.95 - $32.11 $8.11K - $9.67K
UBER
Uber Technologies, Inc

Technology
Q4 2021 Filed on Feb 10, 2022
90
$35.73 - $48.36 $3.22K - $4.35K
CHWY
Chewy, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
1,000
$51.76 - $79.62 $51.8K - $79.6K
CMPS
Compass Pathways PLC

Healthcare
Q4 2021 Filed on Feb 10, 2022
400
$21.81 - $48.96 $8.72K - $19.6K
LUV
Southwest Airlines CO

Industrials
Q4 2021 Filed on Feb 10, 2022
57
$39.36 - $55.06 $2.24K - $3.14K
RBLX
Roblox Corp

Communication Services
Q4 2021 Filed on Feb 10, 2022
225
$70.22 - $134.72 $15.8K - $30.3K
VTV
Vanguard Value ETF

ETFs
Q4 2021 Filed on Feb 10, 2022
3
$136.43 - $147.24 $409 - $442
VEU
Vanguard Ftse All World Ex Us

ETFs
Q4 2021 Filed on Feb 10, 2022
35
$59.38 - $63.62 $2.08K - $2.23K
DDD
3 D Systems Corp

Technology
Q4 2021 Filed on Feb 10, 2022
230
$20.77 - $33.88 $4.78K - $7.79K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
1,120
$17.79 - $28.92 $19.9K - $32.4K
XLF
Financial Sector Spdr

ETFs
Q4 2021 Filed on Feb 10, 2022
545
$37.54 - $40.62 $20.5K - $22.1K
ADBE
Adobe Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
237
$549.77 - $688.37 $130K - $163K
WCN
Waste Connections, Inc.

Industrials
Q4 2021 Filed on Feb 10, 2022
130
$124.3 - $138.29 $16.2K - $18K
FTNT
Fortinet, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
51
$57.77 - $73.53 $2.95K - $3.75K
FNKO
Funko, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
7,860
$15.68 - $19.34 $123K - $152K
KEY
Keycorp

Financial Services
Q4 2021 Filed on Feb 10, 2022
1,272
$22.06 - $24.2 $28.1K - $30.8K
BDX
Becton Dickinson & CO

Healthcare
Q4 2021 Filed on Feb 10, 2022
262
$230.08 - $250.94 $60.3K - $65.7K
SO
Southern CO

Utilities
Q4 2021 Filed on Feb 10, 2022
240
$61.1 - $68.58 $14.7K - $16.5K
INFY
Infosys LTD

Technology
Q4 2021 Filed on Feb 10, 2022
6,003
$21.82 - $25.41 $131K - $153K
PWV
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 10, 2022
980
$44.89 - $48.92 $44K - $47.9K
Micro Focus Int'L PLC
Q4 2021 Filed on Feb 10, 2022
168
N/A
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
Q4 2021 Filed on Feb 10, 2022
358
$145.64 - $179.45 $52.1K - $64.2K
XEL
Xcel Energy Inc

Utilities
Q4 2021 Filed on Feb 10, 2022
282
$62.44 - $68.95 $17.6K - $19.4K
PGR
Progressive Corp

Financial Services
Q4 2021 Filed on Feb 10, 2022
462
$90.01 - $103.97 $41.6K - $48K
FISV
Fiserv Inc

Technology
Q4 2021 Filed on Feb 10, 2022
238
$95.55 - $111.29 $22.7K - $26.5K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q4 2021 Filed on Feb 10, 2022
1,500
$34.06 - $53.46 $51.1K - $80.2K
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
500
$330.7 - $438.3 $165K - $219K
MIMOWSA
Airspan Networks Hldgs Inc Wt
Q4 2021 Filed on Feb 10, 2022
3
N/A
Airspan Networks Holdings Inc Wt Exp 110126
Q4 2021 Filed on Feb 10, 2022
3
N/A
BA
Boeing CO

Industrials
Q4 2021 Filed on Feb 10, 2022
670
$188.19 - $233.09 $126K - $156K
Airspan Networks Holdings Inc Wt Exp 110126
Q4 2021 Filed on Feb 10, 2022
3
N/A
LFG
Archaea Energy Inc.

Utilities
Q4 2021 Filed on Feb 10, 2022
500
$16.84 - $21.59 $8.42K - $10.8K
FIVE
Five Below, Inc

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
266
$166.95 - $218.76 $44.4K - $58.2K
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