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 |
|---|---|---|---|---|---|---|---|---|---|
| DAVE INC WT EXP 010527 | *W EXP 01/05/202 | 451 | $1,004 | 65,598 | 0.00 | 65,598 | +Inf | 12-31-2023 |
