Whalen Wealth Management Inc. Simplify Exch.Trad Fds Simplif Transaction History
Whalen Wealth Management Inc.
- $159 Billion
- Q2 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 49,467 shares of CDX stock, worth $1.15 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
49,467Holding current value
$1.15 Million% of portfolio
0.72%Shares
1 transactions
Others Institutions Holding CDX
# of Institutions
41Shares Held
6.96MCall Options Held
0Put Options Held
0-
Proficio Capital Partners LLC Newton, MA2.9MShares$67.3 Million0.34% of portfolio
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Ae Wealth Management LLC863KShares$20 Million0.17% of portfolio
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Park Edge Advisors, LLC Cleveland, OH613KShares$14.2 Million4.05% of portfolio
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Commonwealth Equity Services, LLC369KShares$8.57 Million0.01% of portfolio
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Wealth Enhancement Advisory Services, LLC342KShares$7.93 Million0.01% of portfolio