Whalen Wealth Management Inc. Simplify Exch Traded Fds Simpl Transaction History
Whalen Wealth Management Inc.
- $171 Billion
- Q3 2025
Shares
2 transactions
Others Institutions Holding CTA
# of Institutions
203Shares Held
28.3MCall Options Held
0Put Options Held
0-
Cwm, LLC2.61MShares$71.2 Million0.22% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.3MShares$62.7 Million0.11% of portfolio
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Boothe Investment Group, Inc. Dover, DE1.57MShares$42.9 Million18.37% of portfolio
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Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio
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Ae Wealth Management LLC890KShares$24.3 Million0.18% of portfolio