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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN | SHS BEN INT | 201 | $215,929 | 19,075 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT | SHS BEN INT | Liquidated | $0 | 0 | 0.00 | 0.00 | 151 | 1.30 | 12-31-2023 |
| STARBUCKS CORP COM | COM | 203 | $213,659 | 2,225 | 0.00 | 0.00 | 1 | 0.04 | 12-31-2023 |
| Trade Desk | COM | 204 | $212,498 | 2,953 | 0.00 | 0.00 | -37 | -1.24 | 12-31-2023 |
