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 12,198 shares of MLPA stock, worth $603,069. This represents 0.38% of its overall portfolio holdings.

Number of Shares
12,198
Previous 44,869 72.81%
Holding current value
$603,069
Previous $2.39 Billion 74.36%
% of portfolio
0.38%
Previous 1.59%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

SELL
$46.47 - $54.16 $1.52 Million - $1.77 Million
-32,671 Reduced 72.81%
12,198 $612 Million
Q1 2025

Apr 22, 2025

SELL
$49.83 - $54.53 $775,603 - $848,759
-15,565 Reduced 25.76%
44,869 $2.39 Billion
Q4 2024

Jan 17, 2025

BUY
$47.44 - $52.61 $627,915 - $696,345
13,236 Added 28.04%
60,434 $2.99 Billion
Q3 2024

Nov 07, 2024

SELL
$45.78 - $49.84 $62,627 - $68,181
-1,368 Reduced 2.82%
47,198 $2.26 Billion
Q2 2024

Aug 01, 2024

BUY
$46.2 - $48.98 $1,201 - $1,273
26 Added 0.05%
48,566 $2.36 Billion
Q1 2024

Apr 24, 2024

BUY
$44.23 - $48.35 $721,700 - $788,926
16,317 Added 50.64%
48,540 $2.34 Billion
Q4 2023

Feb 13, 2024

BUY
$43.17 - $46.26 $1.39 Million - $1.49 Million
32,223 New
32,223 $1.43 Billion

Others Institutions Holding MLPA

About GLOBAL X MLP ETF


  • Ticker MLPA
  • Sector ETFs
  • Industry ETFs
More about MLPA
Track This Portfolio

Track Whalen Wealth Management Inc. Portfolio

Follow Whalen Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whalen Wealth Management Inc. with notifications on news.