Whalen Wealth Management Inc. Global X Mlp ETF Transaction History

Whalen Wealth Management Inc.

$150 Billion
Q1 2025

A detailed history of Whalen Wealth Management Inc. transactions in Global X Mlp ETF stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 44,869 shares of MLPA stock, worth $2.27 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares

44,869

Previous 60,434 25.76%

Holding current value

$2.27 Million

Previous $2.99 Billion 20.02%

% of portfolio

1.59%

Previous 2.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$49.83 - $54.53 $775,603 - $848,759	-15,565 Reduced 25.76%	44,869 $2.39 Billion
Q4 2024 Jan 17, 2025	BUY	$47.44 - $52.61 $627,915 - $696,345	13,236 Added 28.04%	60,434 $2.99 Billion
Q3 2024 Nov 07, 2024	SELL	$45.78 - $49.84 $62,627 - $68,181	-1,368 Reduced 2.82%	47,198 $2.26 Billion
Q2 2024 Aug 01, 2024	BUY	$46.2 - $48.98 $1,201 - $1,273	26 Added 0.05%	48,566 $2.36 Billion
Q1 2024 Apr 24, 2024	BUY	$44.23 - $48.35 $721,700 - $788,926	16,317 Added 50.64%	48,540 $2.34 Billion
Q4 2023 Feb 13, 2024	BUY	$43.17 - $46.26 $1.39 Million - $1.49 Million	32,223 New	32,223 $1.43 Billion

Others Institutions Holding MLPA

# of Institutions

235

Shares Held

20M

Call Options Held

Put Options Held

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About GLOBAL X MLP ETF

Ticker MLPA
Sector ETFs
Industry ETFs

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Whalen Wealth Management Inc. Global X Mlp ETF Transaction History