Whalen Wealth Management Inc. Vaneck ETF Tr Morningstar Smid Transaction History
Whalen Wealth Management Inc.
- $144 Billion
- Q4 2024
A detailed history of Whalen Wealth Management Inc. transactions in Vaneck ETF Tr Morningstar Smid stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 6,093 shares of SMOT stock, worth $0. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,093
Previous 6,022
1.18%
Holding current value
$0
Previous $211 Million
0.44%
% of portfolio
0.15%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SMOT
# of Institutions
97Shares Held
7.18MCall Options Held
0Put Options Held
0-
Gradient Investments LLC1.12MShares$00.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC929KShares$00.0% of portfolio
-
Principle Wealth Partners LLC780KShares$00.0% of portfolio
-
Bank Of America Corp Charlotte, NC695KShares$00.0% of portfolio
-
Financial Management Network Inc509KShares$00.0% of portfolio