Whalen Wealth Management Inc. First Tr Nasdaq Clean Edge Sma Transaction History
Whalen Wealth Management Inc.
- $171 Billion
- Q3 2025
A detailed history of Whalen Wealth Management Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 2,278 shares of GRID stock, worth $352,474. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,278Holding current value
$352,474% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding GRID
# of Institutions
345Shares Held
11.4MCall Options Held
4.2KPut Options Held
0-
Morgan Stanley New York, NY1.51MShares$234 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.19MShares$185 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC895KShares$138 Million0.04% of portfolio
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Ubs Group Ag777KShares$120 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA499KShares$77.2 Million0.01% of portfolio