Walled Lake Planning & Wealth Management, LLC
Q2 2022 13F Holdings
Location
Winnetka, IL
Holdings as of
6/30/2022
Value ($000)
$145,138
Num holdings
76
Date filed
8/9/2022
Form type
13F-HR
Prev filing
5/13/2022
Next filing
11/1/2022
SEC
View on sec.gov
Compare Q2 2022 to
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2019 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type