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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK CORPOR HI YLD FD INC COM | COM | 251 | $105,333 | 11,170 | 0.00 | 11,170 | +Inf | 12-31-2023 | |
| BAKKT HOLDINGS INC COM CL A | COM CL A | 252 | $83,592 | 37,485 | 0.00 | 37,485 | +Inf | 12-31-2023 | |
| EXSCIENTIA PLC ADS | SPONSORED ADS | 253 | $64,100 | 10,000 | 0.00 | 10,000 | +Inf | 12-31-2023 |
