| |
|
|
| Name: |
WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC |
| City: |
WINNETKA |
| State: |
IL |
| Zip: |
60093 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
9 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VTI |
Vanguard Total Stock Market... |
43 |
New |
$259.45 |
$562,000 |
2,371 |
0.26% |
562,000 |
2,371 |
0 |
Closed - End Fund - E... |
|
|
ABBV |
Abbvie Inc. |
60 |
New |
$161.59 |
$397,000 |
2,563 |
0.18% |
397,000 |
2,563 |
0 |
Drug Manufacturers - ... |
|
|
JPC |
Nuveen Multi-Strategy Incom... |
71 |
New |
$7.16 |
$329,000 |
48,719 |
0.15% |
329,000 |
48,719 |
0 |
Closed - End Fund - Debt |
|
|
EMB |
iShares JPMorgan USD Emerg ... |
87 |
New |
$88.95 |
$261,000 |
2,930 |
0.12% |
261,000 |
2,930 |
0 |
Closed - End Fund - E... |
|
|
FSK |
Fs Kkr Capital Inc |
92 |
New |
$4.20 |
$224,000 |
11,219 |
0.1% |
224,000 |
11,219 |
0.009 |
N/A |
|
|
STLA |
Stellantis N.V. |
93 |
New |
$23.32 |
$220,000 |
9,453 |
0.1% |
220,000 |
9,453 |
0.001 |
N/A |
|
|
BKKT |
Bakkt Holdings Ord Shs Class A |
103 |
New |
$0.00 |
$84,000 |
37,485 |
0.04% |
84,000 |
37,485 |
0.049 |
N/A |
|
|
EXAI |
Exscientia Adr |
104 |
New |
$0.00 |
$64,000 |
10,000 |
0.03% |
64,000 |
10,000 |
0.008 |
N/A |
|
|
DAVEW |
Dave Equity Warrants Exp 05... |
106 |
New |
$0.00 |
$1,000 |
65,598 |
0% |
1,000 |
65,598 |
0.729 |
N/A |
|
