CIK: 0001812177
Walled Lake Planning & Wealth Management, Llc
| Filing Date | Previous Period | Total Shares | Share-Type | Market Value | Change |
|---|---|---|---|---|---|
2022-10-28 | 157.84K | 161.96K | Shares | 4.23M | 4.12K |
2021-02-19 | 155.01K | 155.24K | Shares | 3.49M | 225 |
2023-08-11 | 121.20K | 122.93K | Shares | 6.36M | 1.73K |
2021-02-19 | 112.51K | 112.31K | Shares | 5.03M | -196 |
2021-05-17 | 92.78K | 94.25K | Shares | 5.17M | 1.47K |
2021-05-17 | 84.55K | 86.16K | Shares | 4.41M | 1.62K |
2021-05-17 | 74.28K | 75.78K | Shares | 4.41M | 1.50K |
2021-05-17 | 69.49K | 71.33K | Shares | 3.12M | 1.84K |
2021-02-19 | 65.23K | 64.72K | Shares | 4.42M | -505 |
2021-05-17 | 60.97K | 61.63K | Shares | 3.98M | 662 |
2020-11-13 | 56.71K | 56.78K | Shares | 3.13M | 69 |
2021-02-19 | 57.25K | 55.45K | Shares | 4.54M | -1.80K |
2021-02-19 | 54.91K | 54.81K | Shares | 5.87M | -106 |
2023-08-11 | 52.00K | 52.83K | Shares | 5.92M | 834 |
2021-05-17 | 45.89K | 46.09K | Shares | 4.45M | 196 |
2023-05-12 | 2.17K | 42.74K | Shares | 7.05M | 40.57K |
2023-08-11 | 41.38K | 41.38K | Shares | 264.00K | 0 |
2021-02-19 | 38.87K | 39.32K | Shares | 2.64M | 456 |
2021-05-17 | 38.26K | 37.46K | Shares | 1.19M | -796 |
2021-05-17 | 33.80K | 34.04K | Shares | 3.57M | 233 |
2020-11-13 | 30.40K | 33.96K | Shares | 1.88M | 3.56K |
2020-11-13 | 30.40K | 33.96K | Shares | 1.88M | 3.56K |
2020-11-13 | 33.28K | 33.03K | Shares | 5.50M | -256 |
2020-11-13 | 31.72K | 31.23K | Shares | 6.77M | -488 |
2020-11-13 | 31.72K | 31.23K | Shares | 6.77M | -488 |
2021-05-17 | 28.06K | 28.08K | Shares | 442K | 23 |
2021-05-17 | 24.25K | 24.39K | Shares | 3.71M | 148 |
2021-02-19 | 22.07K | 22.07K | Shares | 215K | 0 |
2021-05-17 | 30.63K | 20.63K | Shares | 913K | -10K |
2023-08-11 | 0 | 19.07K | Shares | 208.49K | 19.07K |
2020-11-13 | 17.96K | 18.58K | Shares | 1.51M | 625 |
2023-08-11 | 15.26K | 18.30K | Shares | 315.13K | 3.04K |
2023-08-11 | 0 | 16.13K | Shares | 204.69K | 16.13K |
2023-08-11 | 15.88K | 16.02K | Shares | 7.37M | 133 |
2023-08-11 | 23.37K | 15.84K | Shares | 1.92M | -7.53K |
2021-05-17 | 15.69K | 15.50K | Shares | 3.59M | -190 |
2021-05-17 | 15K | 15.03K | Shares | 250K | 31 |
2021-05-17 | 13.66K | 13.66K | Shares | 534K | 0 |
2021-05-17 | 13.53K | 13.42K | Shares | 4.96M | -113 |
2023-08-11 | 11.51K | 11.65K | Shares | 3.60M | 145 |
2021-05-17 | 11.74K | 11.36K | Shares | 1.54M | -384 |
2020-11-13 | 8.73K | 11.23K | Shares | 483K | 2.49K |
2021-05-17 | 11.22K | 11.22K | Shares | 222K | 0 |
2020-11-13 | 0 | 10.13K | Shares | 149K | 10.13K |
2020-11-13 | 0 | 10.13K | Shares | 149K | 10.13K |
2021-05-17 | 9.99K | 9.99K | Shares | 661K | 3 |
2021-05-17 | 9.47K | 9.68K | Shares | 2.67M | 205 |
2021-05-17 | 9.41K | 9.28K | Shares | 122K | -126 |
2020-11-13 | 0 | 9K | Shares | 103K | 9K |
2021-05-17 | 7.91K | 7.92K | Shares | 2.82M | 6 |
2021-05-17 | 7.86K | 7.86K | Shares | 155K | 0 |
2021-05-17 | 0 | 7.64K | Shares | 196K | 7.64K |
2023-08-11 | 7.64K | 7.64K | Shares | 259.47K | 0 |
2021-02-19 | 6.80K | 6.81K | Shares | 1.51M | 6 |
2021-05-17 | 6.68K | 6.68K | Shares | 547K | 1 |
2021-05-17 | 6.27K | 6.27K | Shares | 490K | 0 |
2021-02-19 | 6.14K | 6.14K | Shares | 116K | 0 |
2021-05-17 | 6.10K | 6.10K | Shares | 111K | 0 |
2021-05-17 | 6.00K | 6.00K | Shares | 112K | 0 |
2021-05-17 | 6.56K | 5.81K | Shares | 774K | -748 |
2021-05-17 | 5.80K | 5.80K | Shares | 128K | 0 |
2021-02-19 | 6.42K | 5.77K | Shares | 1.26M | -645 |
2023-08-11 | 5.75K | 5.77K | Shares | 488.97K | 18 |
2023-08-11 | 5.35K | 5.32K | Shares | 774.25K | -23 |
2023-08-11 | 5.02K | 5.03K | Shares | 1.19M | 7 |
2021-05-17 | 4.20K | 5.02K | Shares | 287K | 820 |
2021-05-17 | 4.74K | 4.78K | Shares | 267K | 37 |
2021-05-17 | 4.56K | 4.56K | Shares | 385K | 3 |
2021-05-17 | 3.89K | 3.89K | Shares | 487K | 0 |
2021-05-17 | 3.85K | 3.85K | Shares | 116K | 0 |
2021-02-19 | 3.76K | 3.76K | Shares | 153K | 0 |
2023-08-11 | 3.40K | 3.50K | Shares | 468.31K | 101 |
2021-05-17 | 3.42K | 3.42K | Shares | 451K | 0 |
2020-11-13 | 3.15K | 3.29K | Shares | 1.01M | 138 |
2020-11-13 | 3.15K | 3.29K | Shares | 1.01M | 138 |
2020-11-13 | 3.76K | 3.24K | Shares | 382K | -519 |
2020-11-13 | 3.76K | 3.24K | Shares | 382K | -519 |
2021-05-17 | 3.00K | 3.00K | Shares | 335K | 0 |
2020-11-13 | 3.07K | 2.97K | Shares | 301K | -100 |
2020-11-13 | 3.07K | 2.97K | Shares | 301K | -100 |
2021-05-17 | 2.90K | 2.90K | Shares | 156K | 0 |
2021-05-17 | 2.46K | 2.75K | Shares | 23K | 284 |
2021-05-17 | 2.26K | 2.63K | Shares | 340K | 365 |
2021-02-19 | 2.53K | 2.53K | Shares | 271K | 2 |
2021-05-17 | 2.40K | 2.41K | Shares | 128K | 10 |
2021-05-17 | 46 | 2.39K | Shares | 90K | 2.35K |
2021-02-19 | 2.30K | 2.30K | Shares | 115K | 4 |
2021-02-19 | 2.23K | 2.23K | Shares | 57K | 0 |
2021-05-17 | 2.13K | 2.14K | Shares | 351K | 6 |
2021-05-17 | 2.13K | 2.13K | Shares | 83K | 0 |
2021-05-17 | 0 | 2.06K | Shares | 48K | 2.06K |
2021-02-19 | 2.00K | 2.00K | Shares | 130K | 4 |
2023-08-11 | 1.94K | 1.94K | Shares | 359.09K | 0 |
2021-05-17 | 1.90K | 1.90K | Shares | 85K | 0 |
2021-05-17 | 1.89K | 1.89K | Shares | 87K | 0 |
2021-05-17 | 1.90K | 1.88K | Shares | 555K | -20 |
2020-11-13 | 1.90K | 1.87K | Shares | 629K | -26 |
2020-11-13 | 1.90K | 1.87K | Shares | 629K | -26 |
2021-05-17 | 1.84K | 1.84K | Shares | 154K | 0 |
2021-05-17 | 1.83K | 1.83K | Shares | 99K | 5 |