Whalen Wealth Management Inc. GOLDMAN SACHS ETF TR Transaction History

Whalen Wealth Management Inc.

  • $171 Billion
  • Q3 2025
Number of Shares
23,840
Previous 24,061 0.92%
Holding current value
$1.25 Billion
Previous $1.2 Billion 4.35%
% of portfolio
0.73%
Previous 0.75%

Shares

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

Oct 09, 2025
SELL
N/A
-221 Reduced 0.92%
23,840 $1.25 Billion
Q2 2025

Aug 04, 2025
BUY
N/A
24,061 New
24,061 $1.2 Billion
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