WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in MKTX — Marketaxess Holdings Inc
CIK 1812177
HIGHLAND PARK, IL
Position in MKTX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$353,634
-$1,385,915 QoQ
Shares Held
3,116
-70.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#225
of 393 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MKTX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $4,225,967 across 2 Capital Markets names. MKTX ranks #2 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
28,870 | $3,872,333 | |
| 2 | MKTX |
Marketaxess Holdings Inc
This page
|
3,116 | $353,634 |
All Filings in MKTX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,634 | 3,116 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,739,549 | 10,544 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,872,675 | 10,332 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,770,554 | 10,161 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||