Whalen Wealth Management Inc. NEOS ETF TRUST Transaction History

Whalen Wealth Management Inc.

  • $171 Billion
  • Q3 2025
Number of Shares
7,801
Previous 3,946 97.69%
Holding current value
$463 Million
Previous $236 Million 96.74%
% of portfolio
0.27%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
N/A
3,855 Added 97.69%
7,801 $463 Million
Q2 2025

Aug 04, 2025
BUY
N/A
3,946 New
3,946 $236 Million
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