Whalen Wealth Management Inc. Global X Mlp ETF Transaction History
Whalen Wealth Management Inc.
- $150 Billion
- Q1 2025
A detailed history of Whalen Wealth Management Inc. transactions in Global X Mlp ETF stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 44,869 shares of MLPA stock, worth $2.2 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
44,869
Previous 60,434
25.76%
Holding current value
$2.2 Million
Previous $2.99 Billion
20.02%
% of portfolio
1.59%
Previous 2.07%
Shares
6 transactions
Others Institutions Holding MLPA
# of Institutions
243Shares Held
21.3MCall Options Held
9.9KPut Options Held
100-
Morgan Stanley New York, NY4.16MShares$205 Million0.02% of portfolio
-
Creative Planning Overland Park, KS1.95MShares$95.8 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$56.4 Million0.01% of portfolio
-
Ubs Group Ag1.09MShares$53.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.09MShares$53.7 Million0.01% of portfolio