Whalen Wealth Management Inc.'s ownership history for USFR

Whalen Wealth Management Inc. currently holds 53.3K shares with a market value of $2.7M. It started holding USFR on 2024-09-30. At its peak, it held 53.3K shares on 2026-03-31. Its highest holding value was $2.7M on 2026-03-31. At its lowest, it held 4.0K shares on 2025-09-30, with a value of $200.2K on 2025-09-30. In the recent 180 days, Whalen Wealth Management Inc. has increased its shares by 37.2K. In the recent year, Whalen Wealth Management Inc. has increased its shares by 25.6K.