Whalen Wealth Management Inc. Wisdomtree Bloomberg U.S. Doll Transaction History
Whalen Wealth Management Inc.
- $144 Billion
- Q4 2024
A detailed history of Whalen Wealth Management Inc. transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 63,948 shares of USDU stock, worth $1.78 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
63,948Holding current value
$1.78 Million% of portfolio
1.23%Shares
1 transactions
Others Institutions Holding USDU
# of Institutions
52Shares Held
5.52MCall Options Held
13.5KPut Options Held
1.6K-
Flagship Harbor Advisors, LLC1.62MShares$45 Million2.47% of portfolio
-
Jane Street Group, LLC New York, NY654KShares$18.2 Million0.0% of portfolio
-
Gen Wealth Group, Inc.559KShares$15.6 Million3.55% of portfolio
-
Osborne Partners Capital Management, LLC458KShares$12.8 Million0.69% of portfolio
-
Envestnet Asset Management Inc302KShares$8.41 Million0.0% of portfolio