Whelan Financial Ishares Trust Ishares Msci Glo Transaction History
Whelan Financial
- $219 Million
- Q1 2024
A detailed history of Whelan Financial transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Whelan Financial holds 7,155 shares of SDG stock, worth $537,125. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,155
Previous 7,674
6.76%
Holding current value
$537,125
Previous $621,000
9.34%
% of portfolio
0.26%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding SDG
# of Institutions
122Shares Held
1.8MCall Options Held
0Put Options Held
0-
Cwm, LLC380KShares$28.5 Million0.15% of portfolio
-
Jane Street Group, LLC New York, NY161KShares$12.1 Million0.02% of portfolio
-
Mission Wealth Management, LP138KShares$10.4 Million0.29% of portfolio
-
Wealth Enhancement Advisory Services, LLC104KShares$7.8 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC67KShares$5.03 Million0.0% of portfolio