WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's ownership history for JEPI

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC currently holds 6.5K shares with a market value of $370.5K. It started holding JEPI on 2024-12-31. At its peak, it held 9.8K shares on 2024-12-31. Its highest holding value was $561.6K on 2024-12-31. At its lowest, it held 6.3K shares on 2025-09-30, with a value of $358.5K on 2025-09-30. In the recent 180 days, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has increased its shares by 258. In the recent year, WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has decreased its shares by 3.1K.