Whalen Wealth Management Inc. Spdr Bloomberg 3 12 Month T Bi Transaction History

Whalen Wealth Management Inc.

$141 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$98.89 - $99.53 $248,510 - $250,118	2,513 New	2,513 $249 Million

Others Institutions Holding BILS

# of Institutions

237

Shares Held

22.3M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.25M
Shares

$223 Million
0.1% of portfolio
Cwm, LLC

1.68M
Shares

$167 Million
0.72% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$148 Million
0.01% of portfolio
Miller Investment Management, LP West Conshohocken, PA

1.19M
Shares

$118 Million
12.37% of portfolio
Partners Capital Investment Group, LLP Boston, MA

802K
Shares

$79.6 Million
1.36% of portfolio

About SPDR BLOOMBERG 3-12 MONTH T-BI

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