Whalen Wealth Management Inc. Simplify Exch.Trad Fds Simplif Call Options Transaction History

Whalen Wealth Management Inc.

$159 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CDX

# of Institutions

37

Shares Held

6.68M

Call Options Held

0

Put Options Held

0

Proficio Capital Partners LLC Newton, MA

2.9M
Shares

$67.3 Million
0.34% of portfolio
Ae Wealth Management LLC

863K
Shares

$20 Million
0.17% of portfolio
Park Edge Advisors, LLC Cleveland, OH

613K
Shares

$14.2 Million
4.05% of portfolio
Commonwealth Equity Services, LLC

369K
Shares

$8.57 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

342K
Shares

$7.93 Million
0.01% of portfolio

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