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| Name: |
WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC |
| City: |
WINNETKA |
| State: |
IL |
| Zip: |
60093 |
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data |
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| Holdings
Found :
7 |
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Viewing:
Closed Positions |
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Page 1 of 1 |
Menu
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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 |
|
CYBN |
Cybin Inc |
107 |
Closed |
$0.34 |
$0 |
0 |
0% |
-31,000 |
-58,000 |
0 |
N/A |
|
|
XLC |
Communication Services Sele... |
113 |
Closed |
$82.01 |
$0 |
0 |
0% |
-200,000 |
-3,054 |
0 |
N/A |
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BSTZ |
Blackrock Science & Technol... |
112 |
Closed |
$0.00 |
$0 |
0 |
0% |
-195,000 |
-11,801 |
0 |
N/A |
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NMZ |
Nuveen Municipal High Incom... |
111 |
Closed |
$10.54 |
$0 |
0 |
0% |
-203,000 |
-21,859 |
0 |
Closed - End Fund - Debt |
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NPCT |
Nuveen Core Plus Impact Fund |
110 |
Closed |
$0.00 |
$0 |
0 |
0% |
-178,000 |
-19,450 |
0 |
N/A |
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JPS |
Nuveen Quality Preferred In... |
109 |
Closed |
$6.21 |
$0 |
0 |
0% |
-255,000 |
-41,380 |
0 |
Closed - End Fund - Debt |
|
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DFP |
Flaherty & Crumrine Dynamic... |
108 |
Closed |
$18.66 |
$0 |
0 |
0% |
-241,000 |
-14,375 |
0 |
N/A |
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