Whalen Wealth Management Inc. GOLDMAN SACHS ETF TR Transaction History

Whalen Wealth Management Inc.

  • $171 Billion
  • Q3 2025
Number of Shares
92,420
Previous 47,654 93.94%
Holding current value
$4.83 Billion
Previous $2.37 Billion 103.32%
% of portfolio
2.82%
Previous 1.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
N/A
44,766 Added 93.94%
92,420 $4.83 Billion
Q2 2025

Aug 04, 2025
BUY
N/A
47,654 New
47,654 $2.37 Billion
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