Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC | 02-13-2024 | 12-31-2023 | 106 | 215,104,659 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Hewlett Packard Enterprise | COM | 101 | $516,416 | 30,413 | 0.00 | 0.00 | 79 | 0.26 | 12-31-2023 |
| TJX COS INC NEW COM | COM NEW | 102 | $504,097 | 5,374 | 0.00 | 0.00 | -393 | -6.81 | 12-31-2023 |
| SURGERY PARTNERS INC COM | COM | 103 | $500,068 | 15,632 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VanEck Morningstar Wide Moat | MRNGSTR WDE MOAT | 104 | $487,979 | 5,750 | 0.00 | 0.00 | 113 | 2.00 | 12-31-2023 |
