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 |
|---|---|---|---|---|---|---|---|---|---|
| ENTERPRISE PRODS PARTNERS L P COM | COM | 151 | $303,578 | 11,521 | 0.00 | 0.00 | 1,890 | 19.62 | 12-31-2023 |
| KINDER MORGAN INC DEL COM | COM | 152 | $301,075 | 17,068 | 0.00 | 0.00 | -1,232 | -6.73 | 12-31-2023 |
| iShares S&P Mid-Cap 400 Growth - ETF | S&P MC 400GR ETF | 153 | $297,822 | 3,759 | 0.00 | 0.00 | -126 | -3.24 | 12-31-2023 |
| T-Mobile US Inc. | COM | 154 | $291,269 | 1,817 | 0.00 | 0.00 | 146 | 8.74 | 12-31-2023 |
