Whalen Wealth Management Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Whalen Wealth Management Inc.
- $171 Billion
- Q3 2025
A detailed history of Whalen Wealth Management Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 2,040 shares of SGOV stock, worth $205,101. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,040
Previous 5,843
65.09%
Holding current value
$205,101
Previous $588 Million
65.08%
% of portfolio
0.12%
Previous 0.37%
Shares
7 transactions
Others Institutions Holding SGOV
# of Institutions
995Shares Held
203MCall Options Held
3.8KPut Options Held
0-
Laurel Wealth Advisors LLC Charlotte, NC22.9MShares$2.3 Billion3.26% of portfolio
-
Bank Of America Corp Charlotte, NC10.6MShares$1.06 Billion0.08% of portfolio
-
Cornerstone Advisors Asset Management, Inc Bethlehem, PA10.3MShares$1.03 Billion3.16% of portfolio
-
Morgan Stanley New York, NY8.4MShares$844 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.2MShares$724 Million0.26% of portfolio