WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC – SVB Financial Group Transaction History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC portfolio value:
$373,000
portfolio value
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC quarter portfolio value change:
-14.99%
quarter
SVB Financial Group 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -66K | $335.78 | 1.11K | |
| Q2 2022 | share | Increase | 0.00% | 1.11K shares | 439K | $394.99 | 1.11K |