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
ICE
Intercontinental Exchange, Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
75
$114.7 - $138.81 $8.6K - $10.4K
SPGI
S&P Global Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
149
$415.85 - $478.97 $62K - $71.4K
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Feb 10, 2022
126
$99.53 - $127.75 $12.5K - $16.1K
WDC
Western Digital Corp

Technology
Q4 2021 Filed on Feb 10, 2022
1,023
$52.29 - $66.13 $53.5K - $67.7K
ENB
Enbridge Inc

Energy
Q4 2021 Filed on Feb 10, 2022
259
$36.89 - $43.3 $9.55K - $11.2K
KR
Kroger CO

Consumer Defensive
Q4 2021 Filed on Feb 10, 2022
51
$38.59 - $46.22 $1.97K - $2.36K
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
GMED
Globus Medical Inc

Healthcare
Q4 2021 Filed on Feb 10, 2022
102
$62.62 - $79.92 $6.39K - $8.15K
ANSS
Ansys Inc

Technology
Q4 2021 Filed on Feb 10, 2022
19
$334.99 - $411.22 $6.36K - $7.81K
SYK
Stryker Corp

Healthcare
Q4 2021 Filed on Feb 10, 2022
100
$236.63 - $276.44 $23.7K - $27.6K
COF
Capital One Financial Corp

Financial Services
Q4 2021 Filed on Feb 10, 2022
26
$138.35 - $173.25 $3.6K - $4.5K
CTXS
Citrix Systems Inc

Technology
Q4 2021 Filed on Feb 10, 2022
1,472
$78.72 - $108.43 $116K - $160K
AME
Ametek Inc

Industrials
Q4 2021 Filed on Feb 10, 2022
75
$123.11 - $147.41 $9.23K - $11.1K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
26
$358.15 - $413.86 $9.31K - $10.8K
XPO
Xpo Logistics, Inc.

Industrials
Q4 2021 Filed on Feb 10, 2022
38
$70.31 - $87.0 $2.67K - $3.31K
ISRG
Intuitive Surgical Inc

Healthcare
Q4 2021 Filed on Feb 10, 2022
69
$319.93 - $365.42 $22.1K - $25.2K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 10, 2022
1,900
$25.61 - $35.1 $48.7K - $66.7K
ABB
Abb LTD

Industrials
Q4 2021 Filed on Feb 10, 2022
1,071
$32.55 - $38.65 $34.9K - $41.4K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q4 2021 Filed on Feb 10, 2022
384
$19.23 - $25.63 $7.38K - $9.84K
PPG
Ppg Industries Inc

Basic Materials
Q4 2021 Filed on Feb 10, 2022
126
$144.01 - $172.44 $18.1K - $21.7K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q4 2021 Filed on Feb 10, 2022
52
$340.01 - $364.84 $17.7K - $19K
SSYS
Stratasys Ltd.

Technology
Q4 2021 Filed on Feb 10, 2022
85
$21.71 - $37.09 $1.85K - $3.15K
OPK
Opko Health, Inc.

Healthcare
Q4 2021 Filed on Feb 10, 2022
500
$3.52 - $5.15 $1.76K - $2.58K
SPLK
Splunk Inc

Technology
Q4 2021 Filed on Feb 10, 2022
120
$108.91 - $173.31 $13.1K - $20.8K
MGA
Magna International Inc

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
1,073
$75.2 - $88.55 $80.7K - $95K
AMT
American Tower Corp

Real Estate
Q4 2021 Filed on Feb 10, 2022
100
$257.53 - $292.5 $25.8K - $29.3K
ICHR
Ichor Holdings, Ltd.

Technology
Q4 2021 Filed on Feb 10, 2022
2,900
$38.07 - $49.91 $110K - $145K
NYCB
New York Community Bancorp Inc

Financial Services
Q4 2021 Filed on Feb 10, 2022
1,781
$11.55 - $14.11 $20.6K - $25.1K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q4 2021 Filed on Feb 10, 2022
77
$98.24 - $107.61 $7.56K - $8.29K
ITW
Illinois Tool Works Inc

Industrials
Q4 2021 Filed on Feb 10, 2022
200
$206.87 - $247.07 $41.4K - $49.4K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2021 Filed on Feb 10, 2022
124
$127.7 - $130.86 $15.8K - $16.2K
RL
Ralph Lauren Corp

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
182
$108.9 - $129.75 $19.8K - $23.6K
RY
Royal Bank Of Canada

Financial Services
Q4 2021 Filed on Feb 10, 2022
110
$98.01 - $107.75 $10.8K - $11.9K
PBA
Pembina Pipeline Corp

Energy
Q4 2021 Filed on Feb 10, 2022
201
$29.16 - $34.46 $5.86K - $6.93K
HRL
Hormel Foods Corp

Consumer Defensive
Q4 2021 Filed on Feb 10, 2022
64
$40.89 - $49.19 $2.62K - $3.15K
TEF
Telefonica S A

Communication Services
Q4 2021 Filed on Feb 10, 2022
152
$4.15 - $4.78 $631 - $727
GLW
Corning Inc

Technology
Q4 2021 Filed on Feb 10, 2022
764
$35.39 - $39.43 $27K - $30.1K
YELP
Yelp Inc

Communication Services
Q4 2021 Filed on Feb 10, 2022
2,568
$33.84 - $40.32 $86.9K - $104K
OSK
Oshkosh Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
34
$97.92 - $116.2 $3.33K - $3.95K
VMC
Vulcan Materials CO

Basic Materials
Q3 2021 Filed on Nov 15, 2021
25
$169.16 - $193.41 $4.23K - $4.84K
Slack Technologies Inc Com Cl A
Q3 2021 Filed on Nov 15, 2021
24
N/A
Rice Acquisition Corp Com Cl A
Q3 2021 Filed on Nov 15, 2021
500
N/A
Alexion Pharmaceuticals Inc Com
Q3 2021 Filed on Nov 15, 2021
28
N/A
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
7
$58.18 - $65.23 $407 - $457
CLX
Clorox CO

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
7
$162.19 - $187.74 $1.14K - $1.31K
SBAC
Sba Communications Corp

Real Estate
Q3 2021 Filed on Nov 15, 2021
12
$320.04 - $368.58 $3.84K - $4.42K
SMG
Scotts Miracle Gro CO

Basic Materials
Q3 2021 Filed on Nov 15, 2021
31
$142.31 - $191.02 $4.41K - $5.92K
TRI
Thomson Reuters Corp

Industrials
Q3 2021 Filed on Nov 15, 2021
45
$99.28 - $119.44 $4.47K - $5.37K
ERIC
Ericsson Lm Telephone CO

Technology
Q3 2021 Filed on Nov 15, 2021
385
$10.98 - $13.29 $4.23K - $5.12K
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