Walled Lake Planning & Wealth Management’s Central Securities Corp CET Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio CET Stock Details CET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$242K	Hold	4,875	–	–	0.07%	117
2025 Q4	$247K	Hold	4,875	–	–	0.08%	118
2025 Q3	$250K	Hold	4,875	–	–	0.08%	118
2025 Q2	$233K	Hold	4,875	–	–	0.08%	117
2025 Q1	$219K	Hold	4,875	–	–	0.08%	123
2024 Q4	$223K	Hold	4,875	–	–	0.08%	118
2024 Q3	$223K	Hold	4,875	–	–	0.08%	116
2024 Q2	$215K	Hold	4,875	–	–	0.09%	110
2024 Q1	$204K	Buy	+4,875	New	+$189K	0.08%	111

Other funds holding CET

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Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Brasada Capital Management Houston, Texas $544M AUM 18.58% 1-Year Est. Return

Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return