Whalen Wealth Management Inc. Options Holdings

Whalen Wealth Management Inc.

  • $135 Billion
  • Q1 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $135 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 24, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 59 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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