Whalen Wealth Management Inc. Select Sector Spdr Fd Material Transaction History
Whalen Wealth Management Inc.
- $141 Billion
- Q3 2024
A detailed history of Whalen Wealth Management Inc. transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 31,888 shares of XLB stock, worth $2.72 Million. This represents 2.17% of its overall portfolio holdings.
Number of Shares
31,888
Previous 25,461
25.24%
Holding current value
$2.72 Million
Previous $2.25 Billion
36.69%
% of portfolio
2.17%
Previous 1.78%
Shares
4 transactions
Others Institutions Holding XLB
# of Institutions
925Shares Held
57.3MCall Options Held
22.2MPut Options Held
24.1M-
Morgan Stanley New York, NY6.67MShares$570 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.81MShares$497 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY4.94MShares$422 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$253 Million0.07% of portfolio
-
Ing Groep Nv1.5MShares$128 Million0.87% of portfolio