Whalen Wealth Management Inc.'s ownership history for SHV

Whalen Wealth Management Inc. currently holds 123.8K shares with a market value of $13.7M. It started holding SHV on 2024-09-30. At its peak, it held 262.7K shares on 2024-12-31. Its highest holding value was $28.9M on 2024-12-31. At its lowest, it held 48.4K shares on 2024-09-30, with a value of $5.4M on 2024-09-30. In the recent 180 days, Whalen Wealth Management Inc. has increased its shares by 32.6K. In the recent year, Whalen Wealth Management Inc. has increased its shares by 75.4K.