Whalen Wealth Management Inc. Global X Fds Cybersecurity ETF Transaction History
Whalen Wealth Management Inc.
- $150 Billion
- Q1 2025
A detailed history of Whalen Wealth Management Inc. transactions in Global X Fds Cybersecurity ETF stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 69,557 shares of BUG stock, worth $2.43 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
69,557Holding current value
$2.43 Million% of portfolio
1.5%Shares
1 transactions
Others Institutions Holding BUG
# of Institutions
197Shares Held
9.62MCall Options Held
71.2KPut Options Held
111K-
Moss Adams Wealth Advisors LLC Seattle, WA1.4MShares$48.8 Million4.77% of portfolio
-
Morgan Stanley New York, NY899KShares$31.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC564KShares$19.7 Million0.01% of portfolio
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Mirae Asset Global Investments Co., Ltd.395KShares$13.8 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL392KShares$13.7 Million0.0% of portfolio