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
REZI
Resideo Technologies, Inc.

Industrials
Q3 2020 Filed on Nov 13, 2020
106
$10.04 - $14.2 $1.06K - $1.51K
BAM
Brookfield Asset Management Inc.

Financial Services
Q3 2020 Filed on Nov 13, 2020
3,910
$31.76 - $34.86 $124K - $136K
Wyndham Destinations Inc Com
Q3 2020 Filed on Nov 13, 2020
179
N/A
AAL
American Airlines Group Inc.

Industrials
Q3 2020 Filed on Nov 13, 2020
153
$11.08 - $14.0 $1.7K - $2.14K
Fs Kkr Capital Corp Com
Q3 2020 Filed on Nov 13, 2020
1,250
N/A
Kitov Pharma LTD Sponsored Ads
Q3 2020 Filed on Nov 13, 2020
1,000
N/A
BCE
Bce Inc

Communication Services
Q3 2020 Filed on Nov 13, 2020
55
$40.35 - $43.99 $2.22K - $2.42K
IHF
Ishares Tr

ETFs
Q3 2020 Filed on Nov 13, 2020
40
$190.16 - $209.91 $7.61K - $8.4K
Royal Dutch Shell
Q3 2020 Filed on Nov 13, 2020
32
N/A
BMO
Bank Of Montreal

Financial Services
Q3 2020 Filed on Nov 13, 2020
25
$52.13 - $63.75 $1.3K - $1.59K
Intrepid Potash Inc Com
Q3 2020 Filed on Nov 13, 2020
300
N/A
DAL
Delta Air Lines, Inc.

Industrials
Q3 2020 Filed on Nov 13, 2020
332
$24.94 - $34.57 $8.28K - $11.5K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 13, 2020
171
$41.93 - $54.79 $7.17K - $9.37K
Frontier Communications Corp Com New
Q3 2020 Filed on Nov 13, 2020
9
N/A
SPG
Simon Property Group Inc

Real Estate
Q3 2020 Filed on Nov 13, 2020
12
$60.42 - $74.12 $725 - $889
GTX
Garrett Motion Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 13, 2020
64
$1.34 - $7.28 $85.8 - $466
AL
Air Lease Corp

Industrials
Q2 2020 Filed on Aug 18, 2020
181
$18.89 - $36.92 $3.42K - $6.68K
DFS
Discover Financial Services

Financial Services
Q2 2020 Filed on Aug 18, 2020
108
$28.53 - $61.29 $3.08K - $6.62K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q2 2020 Filed on Aug 18, 2020
32
$44.04 - $57.88 $1.41K - $1.85K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q2 2020 Filed on Aug 18, 2020
27
$54.68 - $72.85 $1.48K - $1.97K
American Outdoor Brands Corp Com
Q2 2020 Filed on Aug 18, 2020
4,000
N/A
Raytheon CO Com New
Q2 2020 Filed on Aug 18, 2020
74
N/A
Global X Cannabis ETF
Q2 2020 Filed on Aug 18, 2020
4,000
N/A
FTV
Fortive Corp

Technology
Q2 2020 Filed on Aug 18, 2020
60
$45.42 - $59.09 $2.73K - $3.55K
Aurora Cannabis Inc Com
Q2 2020 Filed on Aug 18, 2020
600
N/A
NTNX
Nutanix, Inc.

Technology
Q2 2020 Filed on Aug 18, 2020
165
$14.33 - $25.35 $2.36K - $4.18K
DOW
Dow Inc.

Basic Materials
Q2 2020 Filed on Aug 18, 2020
100
$27.04 - $45.9 $2.7K - $4.59K
YUM
Yum Brands Inc

Consumer Cyclical
Q2 2020 Filed on Aug 18, 2020
42
$63.3 - $96.52 $2.66K - $4.05K
THW
Tekla World Healthcare Fund

Financial Services
Q2 2020 Filed on Aug 18, 2020
800
$10.83 - $14.76 $8.66K - $11.8K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q2 2020 Filed on Aug 18, 2020
59
$45.03 - $76.39 $2.66K - $4.51K
PSN
Parsons Corp

Industrials
Q2 2020 Filed on Aug 18, 2020
465
$30.04 - $42.71 $14K - $19.9K
Acacia Communications Inc Com
Q2 2020 Filed on Aug 18, 2020
170
N/A
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
Q2 2020 Filed on Aug 18, 2020
0
$18.9 - $21.0 $0 - $0
NID
Nuveen Intermediate Duration Municipal Term Fund

Financial Services
Q2 2020 Filed on Aug 18, 2020
1,000
$12.15 - $13.3 $12.2K - $13.3K
HCA
Hca Healthcare, Inc.

Healthcare
Q2 2020 Filed on Aug 18, 2020
0
$81.83 - $118.04 $0 - $0
Alerian Mlp ETF
Q2 2020 Filed on Aug 18, 2020
1,951
N/A
ATVI
Activision Blizzard, Inc.

Communication Services
Q2 2020 Filed on Aug 18, 2020
38
$57.5 - $76.58 $2.19K - $2.91K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q2 2020 Filed on Aug 18, 2020
0
$84.65 - $151.6 $0 - $0
PLD
Prologis, Inc.

Real Estate
Q2 2020 Filed on Aug 18, 2020
0
$73.26 - $97.77 $0 - $0
GPC
Genuine Parts CO

Consumer Cyclical
Q2 2020 Filed on Aug 18, 2020
0
$58.26 - $93.52 $0 - $0
CB
Chubb LTD

Financial Services
Q2 2020 Filed on Aug 18, 2020
0
$95.25 - $140.7 $0 - $0
VEA
Vanguard Ftse Developed Market

ETFs
Q2 2020 Filed on Aug 18, 2020
26
$31.83 - $40.85 $828 - $1.06K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
Q2 2020 Filed on Aug 18, 2020
0
$11.25 - $14.76 $0 - $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q2 2020 Filed on Aug 18, 2020
2
$34.17 - $39.35 $68.3 - $78.7
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2020 Filed on Aug 18, 2020
4
$86.24 - $95.36 $345 - $381
IRM
Iron Mountain Inc

Real Estate
Q2 2020 Filed on Aug 18, 2020
77
$21.52 - $30.56 $1.66K - $2.35K
SPYG
Spdr Portfolio

ETFs
Q2 2020 Filed on Aug 18, 2020
140
$34.16 - $45.45 $4.78K - $6.36K
BNDX
Vanguard Total International B

ETFs
Q2 2020 Filed on Aug 18, 2020
143
$56.12 - $57.76 $8.03K - $8.26K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
Q2 2020 Filed on Aug 18, 2020
0
$14.21 - $25.43 $0 - $0
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