Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WHALEN WEALTH MANAGEMENT INC | 02-13-2024 | 12-31-2023 | 103 | 111,021,755 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INDIA FD INC | COM | 51 | $611,727 | 33,446 | 0.00 | 33,446 | +Inf | 12-31-2023 | |
| HEXCEL CORP NEW | COM | 52 | $611,093 | 8,286 | 0.00 | 8,286 | +Inf | 12-31-2023 | |
| AIR PRODS & CHEMS INC | COM | 53 | $610,574 | 2,230 | 0.00 | 2,230 | +Inf | 12-31-2023 | |
| CARLYLE GROUP INC | COM | 54 | $608,193 | 14,947 | 0.00 | 14,947 | +Inf | 12-31-2023 |
