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Tidal Etf Tr shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Tidal Etf Tr (GRNY) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Tidal Etf Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tidal Etf Tr by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $609k 24k 24.99

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Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
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Altria (MO)
Huntington Ingalls Inds (HII)
Novartis Sponsored Adr (NVS)
Lockheed Martin Corporation (LMT)
Gilead Sciences (GILD)
Houlihan Lokey Inc cl a (HLI)

View all positions for Walled Lake Planning & Wealth Management

Top funds holding Tidal Etf Tr

Royal Bank of Canada
Raymond James Financial
HighTower Advisors
TrueWealth Advisors
TTP Investments
Thrivent Financial for Lutherans
Stenger Family Office
Diversify Advisory Services
Reliant Wealth Planning
Venture Visionary Partners
Mml Investors Services
Milestone Asset Management
Pinnacle Wealth Management
CWM
Smith, Moore & Co.

View all funds holding Tidal Etf Tr