Portfolio Holdings & Fund Performance - WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC

List of top 200 securities held by WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2024Q4
Report Date Time: 2025-02-12 13:36:26
Total Holdings: 130
Assets Under Management (AUM) :
$268,539,168 ($268.54M)
Reporting Manager: Howard Klieger
Address:

560 Green Bay Rd
Suite 301
Winnetka, IL 60093

Since : total money flow = , gains and losses =
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