Whalen Wealth Management Inc. Ishares Tr Transaction History
Whalen Wealth Management Inc.
- $186 Billion
- Q4 2025
A detailed history of Whalen Wealth Management Inc. transactions in Ishares Tr stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 20,686 shares of MBB stock, worth $1.97 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
20,686Holding current value
$1.97 Million% of portfolio
1.06%Shares
1 transactions
Others Institutions Holding MBB
# of Institutions
1,095Shares Held
397MCall Options Held
130KPut Options Held
272K-
Bank Of America Corp Charlotte, NC71.9MShares$6.84 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.7MShares$4.91 Billion0.32% of portfolio
-
Envestnet Asset Management Inc27.5MShares$2.61 Billion0.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC26.8MShares$2.55 Billion0.8% of portfolio
-
Tiaa Trust, National Association Charlotte, NC25.4MShares$2.41 Billion5.93% of portfolio