WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $562,783 | 15,385 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $609,553 | 15,385 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $508,148 | 14,045 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $353,709 | 10,870 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $344,470 | 10,870 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $356,644 | 10,870 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $206,812 | 7,570 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $204,087 | 7,570 | Shares | Sole | 2024-05-14 |