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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
2026-03-31 $1.7M 11k 164.98
2025-12-31 $1.9M 10k 181.24
2025-09-30 $1.8M 10k 174.25

More positions owned by Walled Lake Planning & Wealth Management

Pimco Ultra Short Government ETF Ultra Short Govt (BILZ)
Doubleline Shiller CAPE US Equity Shiller Cape U S (CAPE)
JPMorgan US Quality Factor Us Qualty Fctr (JQUA)
WisdomTree US Multifactor Us Multifactor (USMF)
iShares MSCI USA Min Vol Factor Msci Usa Min Vol (USMV)
Fidelity Enhanced Mid Cap Enhanced Mid (FMDE)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Invesco S&P 500 Equal Weight Healthcare S&p500 Eql Hlt (RSPH)
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)
Apple (AAPL)
Huntington Ingalls Inds (HII)
Novartis Sponsored Adr (NVS)
Altria (MO)
Gilead Sciences (GILD)
Lockheed Martin Corporation (LMT)

View all positions for Walled Lake Planning & Wealth Management

Top funds holding MarketAxess Holdings

BlackRock
Vanguard Group
PRIMECAP Management Company
AQR Capital Management
Vanguard Portfolio Management
FMR
North Reef Capital Management
Vanguard Capital Management
State Street Corporation
Van Eck Associates Corp.
Millennium Management
Bank Of Montreal
Geode Capital Management
Guardcap Asset Management
Dimensional Fund Advisors

View all funds holding MarketAxess Holdings