Whalen Wealth Management Inc. Wisdomtree Bloomberg U.S. Doll Transaction History
Whalen Wealth Management Inc.
- $144 Billion
- Q4 2024
A detailed history of Whalen Wealth Management Inc. transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 63,948 shares of USDU stock, worth $1.75 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
63,948Holding current value
$1.75 Million% of portfolio
1.23%Shares
1 transactions
Others Institutions Holding USDU
# of Institutions
70Shares Held
5.93MCall Options Held
10.8KPut Options Held
1.6K-
3 Edge Asset Management, LP1.68MShares$45.9 Million3.2% of portfolio
-
Gen Wealth Group, Inc.559KShares$15.3 Million3.55% of portfolio
-
Osborne Partners Capital Management, LLC462KShares$12.6 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC434KShares$11.9 Million0.01% of portfolio
-
Envestnet Asset Management Inc283KShares$7.73 Million0.0% of portfolio