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MarketAxess Holdings shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of MarketAxess Holdings (MKTX) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in MarketAxess Holdings

Tip: Access up to 7 years of quarterly data

All positions including MarketAxess Holdings 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 MarketAxess Holdings by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 10k 174.25

More positions owned by Walled Lake Planning & Wealth Management

Doubleline Shiller CAPE US Equity Shiller Cape U S (CAPE)
Pimco Ultra Short Government ETF Ultra Short Govt (BILZ)
JPMorgan US Quality Factor Us Qualty Fctr (JQUA)
iShares MSCI USA Min Vol Factor Msci Usa Min Vol (USMV)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Invesco S&P 500 Equal Weight Healthcare S&p500 Eql Hlt (RSPH)
Apple (AAPL)
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)
Invesco S&P 500 Equal Weight Technology S&p500 Eql Tec (RSPT)
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 MarketAxess Holdings

Lombard Odier Asset Management
Vanguard Group
PRIMECAP Management Company
FMR
Van Eck Associates Corp.
BlackRock
Hsbc Holdings
T. Rowe Price Investment Management
Guardcap Asset Management
Millennium Management
State Street Corporation
AQR Capital Management
North Reef Capital Management
Geode Capital Management
Burgundy Asset Management

View all funds holding MarketAxess Holdings