WWM
TRU icon

Whalen Wealth Management’s TransUnion TRU Stock Holding History

Whalen Wealth Management’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,830
Closed -$249K – 263
2025
Q2 		$249K Buy
+2,830
New +$236K 0.16% 175

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