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 $3.55 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
123,740Holding current value
$3.55 Million% of portfolio
2.39%Shares
1 transactions
Others Institutions Holding CTA
# of Institutions
97Shares Held
5.8MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA697KShares$20 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC474KShares$13.6 Million0.13% of portfolio
-
Envestnet Asset Management Inc361KShares$10.4 Million0.0% of portfolio
-
Clear Creek Financial Management, LLC331KShares$9.51 Million1.01% of portfolio
-
Astor Investment Management LLC327KShares$9.37 Million5.85% of portfolio