WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC
WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC latest Q4_2020 13F filings reported $131,643,000 in market value on this 2021-02-19 report date . The portfolio quarterly return is 6.75%. This fund has 352 securities concentrations of 100% weights.
WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC largest holding is ISHARES TR RUS 1000 GRWETF with weight of 5.61% and $7,385,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|