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  Name: WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC
  City: WINNETKA
  State: IL
  Zip: 60093
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $243,657,000
  Total Value Change : $28,556,000
  Securities Held Change : 13
   
All Securities Held : 119
  New Positions : 16
  Closed Positions : 4
  Increased Positions : 52
  Unchanged Positions : 22
  Decreased Positions : 29

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BKKT)1 Year Chart         BKKT Bakkt Holdings Ord Shs Class A 119 Closed $0.00 $0 0 0% -84,000 -37,485 0    N/A
   (DVY)1 Year Chart         DVY iShares Dow Select Div 122 Closed $125.49 $0 0 0% -2,437,000 -20,787 0    Closed - End Fund - E...
   (EXAI)1 Year Chart         EXAI Exscientia Adr 121 Closed $0.00 $0 0 0% -64,000 -10,000 0    N/A
   (MYMD)1 Year Chart         MYMD MyMD Pharmaceuticals, Inc 120 Closed $2.09 $0 0 0% -7,000 -28,000 0    N/A

      4 Records Found
  1    
Page 1 of 1
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