Whalen Wealth Management Inc. Simplify Exch Traded Fds Simpl Transaction History
Whalen Wealth Management Inc.
- $144 Billion
- Q4 2024
A detailed history of Whalen Wealth Management Inc. transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 123,740 shares of CTA stock, worth $3.61 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
123,740Holding current value
$3.61 Million% of portfolio
2.39%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
115Shares Held
8.61MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA680KShares$19.8 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$19.3 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.6 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$13.2 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$12.3 Million0.0% of portfolio