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 $347,873. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,278Holding current value
$347,873% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding GRID
# of Institutions
395Shares Held
15.6MCall Options Held
9KPut Options Held
5.9K-
Morgan Stanley New York, NY2.26MShares$345 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.45MShares$221 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.2MShares$183 Million0.06% of portfolio
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Harel Insurance Investments & Financial Services Ltd.1.04MShares$158 Million1.41% of portfolio
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Ubs Group Ag969KShares$148 Million0.02% of portfolio