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 |
|---|---|---|---|---|---|---|---|---|---|
| Altria Group | COM | 51 | $2,875,740 | 71,288 | 0.00 | 0.00 | -38,891 | -35.30 | 12-31-2023 |
| MASTERCARD INCORPORATED CL A | CL A | 52 | $2,495,578 | 5,851 | 0.00 | 0.00 | 5 | 0.09 | 12-31-2023 |
| iShares Select Dividend ETF | SELECT DIVID ETF | 53 | $2,436,606 | 20,787 | 0.00 | 0.00 | 600 | 2.97 | 12-31-2023 |
| Alphabet C | CAP STK CL C | 54 | $2,222,325 | 15,769 | 0.00 | 0.00 | -73 | -0.46 | 12-31-2023 |
