Whalen Wealth Management Inc.'s ownership history for SGOV

Whalen Wealth Management Inc. currently holds 13.4K shares with a market value of $1.3M. It started holding SGOV on 2024-09-30. At its peak, it held 13.4K shares on 2026-03-31. Its highest holding value was $1.3M on 2026-03-31. At its lowest, it held 2.0K shares on 2025-09-30, with a value of $204.8K on 2025-12-31. In the recent 180 days, Whalen Wealth Management Inc. has increased its shares by 11.3K. In the recent year, Whalen Wealth Management Inc. has increased its shares by 7.5K.