Whalen Wealth Management Inc.'s ownership history for MS

Whalen Wealth Management Inc. currently holds 6.5K shares with a market value of $1.1M. It started holding MS on 2025-12-31. At its peak, it held 6.5K shares on 2026-03-31. Its highest holding value was $1.1M on 2026-03-31. At its lowest, it held 4.0K shares on 2025-12-31, with a value of $703.7K on 2025-12-31.