Whalen Wealth Management Inc. Select Sector Spdr Fd Material Transaction History
Whalen Wealth Management Inc.
- $135 Billion
- Q1 2024
A detailed history of Whalen Wealth Management Inc. transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 25,200 shares of XLB stock, worth $2.2 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
25,200
Previous 10,606
137.6%
Holding current value
$2.2 Million
Previous $907 Million
158.02%
% of portfolio
1.73%
Previous 0.82%
Shares
2 transactions
Others Institutions Holding XLB
# of Institutions
887Shares Held
51.8MCall Options Held
3.68MPut Options Held
6.29M-
Bank Of America Corp Charlotte, NC6.53MShares$569 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY6.07MShares$529 Million0.1% of portfolio
-
Morgan Stanley New York, NY3.26MShares$284 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.83MShares$246 Million0.06% of portfolio
-
Cibc World Market Inc. Toronto, A61.49MShares$130 Million0.33% of portfolio