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

Whalen Wealth Management Inc.

  • $171 Billion
  • Q3 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 102,101 shares of CDX stock, worth $2.33 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
102,101
Previous 49,467 106.4%
Holding current value
$2.33 Million
Previous $1.15 Billion 102.77%
% of portfolio
1.37%
Previous 0.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
50
Shares Held
8.64M
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
Track This Portfolio

Track Whalen Wealth Management Inc. Portfolio

Follow Whalen Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whalen Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email