Whalen Wealth Management Inc. Global X Mlp ETF Transaction History
Whalen Wealth Management Inc.
- $144 Billion
- Q4 2024
A detailed history of Whalen Wealth Management Inc. transactions in Global X Mlp ETF stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 60,434 shares of MLPA stock, worth $3.12 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
60,434
Previous 47,198
28.04%
Holding current value
$3.12 Million
Previous $2.26 Billion
31.86%
% of portfolio
2.07%
Previous 1.6%
Shares
5 transactions
Others Institutions Holding MLPA
# of Institutions
230Shares Held
19MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.75MShares$193 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.99MShares$102 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$57.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.01MShares$52.4 Million0.01% of portfolio
-
Ubs Group Ag952KShares$49.1 Million0.01% of portfolio