Whalen Wealth Management Inc. Simplify Exch.Trad Fds Simplif Transaction History

Whalen Wealth Management Inc.

  • $186 Billion
  • Q4 2025

A detailed history of Whalen Wealth Management Inc. transactions in Simplify Exch.Trad Fds Simplif stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 55,956 shares of CDX stock, worth $1.27 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
55,956
Previous 102,101 45.2%
Holding current value
$1.27 Million
Previous $2.34 Billion 46.73%
% of portfolio
0.67%
Previous 1.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$22.61 - $22.94 $1.04 Million - $1.06 Million
-46,145 Reduced 45.2%
55,956 $1.25 Billion
Q3 2025

Oct 09, 2025
BUY
$22.78 - $23.33 $1.2 Million - $1.23 Million
52,634 Added 106.4%
102,101 $2.34 Billion
Q2 2025

Aug 04, 2025
BUY
$21.77 - $24.89 $1.08 Million - $1.23 Million
49,467 New
49,467 $1.15 Billion

Others Institutions Holding CDX

# of Institutions
72
Shares Held
9.17M
Call Options Held
0
Put Options Held
0
View Full List

About SIMPLIFY EXCH.TRAD FDS SIMPLIF

CDX Quotes by TradingView
  • Ticker CDX
  • Sector ETFs
  • Industry ETFs
More about CDX
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