Whalen Wealth Management Inc. JANUS DETROIT STR TR Transaction History

Whalen Wealth Management Inc.

  • $159 Billion
  • Q2 2025
Number of Shares
85,912
Previous 53,143 61.66%
Holding current value
$4.52 Billion
Previous $2.78 Billion 62.5%
% of portfolio
2.84%
Previous 1.86%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
N/A
32,769 Added 61.66%
85,912 $4.52 Billion
Q1 2025

Apr 22, 2025
BUY
N/A
53,143 New
53,143 $2.78 Billion
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