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Howard Klieger

@Walled Lake Planning & Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$266.267MTotal holdings132
Assets growth rate8.75%Assets growth rate (2-Q avg)4.62%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Walled Lake Planning & Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 132 positions.

Assets under management

The assets under management (AUM) of Walled Lake Planning & Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 266.267M in assets, with a quarterly growth rate of 8.75% and a 2-quarter average growth rate of 4.62%. The portfolio is managed by Howard Klieger, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
OMFLInvesco Russell 1000 Dynamic Multifactor
Recent Activity
Exited
0%
$9.423M
179,518 shares@ $52.5 avg price
XAIFXApollo Tactical Income Fd Inc Com
Recent Activity
Exited
0%
$345,358
23,590 shares@ $14.65 avg price
IVEIshares S&p 500 Value Etf
Recent Activity
Exited
0%
$208,474
1,145 shares@ $182.08 avg price
ABRArbor Realty Trust Inc Com
Recent Activity
Exited
0%
$182,819
12,740 shares@ $14.35 avg price