Walled Lake Planning & Wealth Management »

Dollar General shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Dollar General (DG) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Dollar General

Tip: Access up to 7 years of quarterly data

All positions including Dollar General held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dollar General by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.9M 37k 105.80

More positions owned by Walled Lake Planning & Wealth Management

Doubleline Shiller CAPE US Equity Shiller Cape U S (CAPE)
iShares MSCI USA Min Vol Factor Msci Usa Min Vol (USMV)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
iShares MSCI USA Equal Weight Msci Equal Weite (EUSA)
Apple (AAPL)
Cisco Systems (CSCO)
Lockheed Martin Corporation (LMT)
iShares Russell 1000 Growth Rus 1000 Grw Etf (IWF)
Invesco S&P 500 Equal Weight Healthcare S&p500 Eql Hlt (RSPH)
Gilead Sciences (GILD)
Merck & Co (MRK)
Ross Stores (ROST)
Vanguard High Dividend ETF High Div Yld (VYM)
Invesco S&P 500 Equal Weight Technology S&p500 Eql Tec (RSPT)
Huntington Ingalls Inds (HII)

View all positions for Walled Lake Planning & Wealth Management

Top funds holding Dollar General

Vanguard Group
T. Rowe Price Associates
Citadel Advisors
Norges Bank Investment Management
Goldman Sachs Group
Alecta Pensionsforsakring, Omsesidigt
Squarepoint Ops
Holocene Advisors
Legal & General Group
Bank of America Corporation
Alyeska Investment Group
Jane Street
Fiduciary Management
Bank of New York Mellon
Barclays

View all funds holding Dollar General