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New America High Income Fund I shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of New America High Income Fund I (HYB) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in New America High Income Fund I

Tip: Access up to 7 years of quarterly data

All positions including New America High Income Fund I 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 New America High Income Fund I by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $196k 30k 6.48
2023-06-30 $201k 30k 6.65

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View all positions for Walled Lake Planning & Wealth Management

Top funds holding New America High Income Fund I

Saba Capital Management
Almitas Capital
Wells Fargo & Company
Raymond James Financial Services Advisors
Guggenheim Capital, LLC Managers
Logan Stone Capital
CNH Partners
Pathstone Holdings
Capital Investment Advisors
Rivernorth Capital Management
Global Endowment Management
Brooklyn Capital Management
AEGON USA Investment Management
Twin Focus Capital Partners
Blue Bell Private Wealth Management

View all funds holding New America High Income Fund I