Whalen Wealth Management Inc. Invesco ETF Tr Ii S&P 500 High Transaction History
Whalen Wealth Management Inc.
- $150 Billion
- Q1 2025
A detailed history of Whalen Wealth Management Inc. transactions in Invesco ETF Tr Ii S&P 500 High stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 39,885 shares of SPHD stock, worth $1.88 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
39,885Holding current value
$1.88 Million% of portfolio
1.34%Shares
1 transactions
Others Institutions Holding SPHD
# of Institutions
382Shares Held
23.9MCall Options Held
47.6KPut Options Held
19.1K-
Morgan Stanley New York, NY2.96MShares$140 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.28MShares$108 Million0.05% of portfolio
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Bank Of America Corp Charlotte, NC1.14MShares$53.7 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A61.13MShares$53.4 Million0.01% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA995KShares$47 Million0.1% of portfolio