WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Q1 2024 13F Holdings
Location
Winnetka, IL
Holdings as of
3/31/2024
Value ($000)
$243,654
Num holdings
119
Date filed
5/13/2024
Form type
13F-HR
Prev filing
2/13/2024
Next filing
SEC
View on sec.gov
Compare Q1 2024 to
2023 Q4
2023 Q3
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2023 Q1
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2022 Q2
2022 Q1
2021 Q4
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2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1
2019 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type