Back to MKTX

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC → MKTX

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC MKTX Position History

MarketAxess Holdings Inc. • Financial Services

Quarters held
5
Latest value
$1.9M
Q3 2026
Peak value
$1.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.8M
Q4 2025$1.9M
Q1 2026$1.7M
Q2 2026$354K
Q3 2026$1.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.9M11.3K——
Q2 2026$354K3.1K——
Q1 2026$1.7M10.5K——
Q4 2025$1.9M10.3K——
Q3 2025$1.8M10.2K——

Other funds holding MKTX

Other WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC positions

PDI

PIMCO ETF TR

$29.7M
PDI

PIMCO ETF TR

$28.7M
PDI

Pimco Ultra Short Government ETF

$28.2M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$28.1M
DSL

Doubleline Shiller CAPE US Equity

$27.3M
DSL

Doubleline Shiller CAPE US Equity

$27.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$26.8M
PDI

Pimco Ultra Short Government ETF

$26.6M
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC MKTX Holdings: 13F Position History | Track13F