Whipplewood Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Whipplewood Advisors, LLC
- $169 Billion
- Q1 2025
A detailed history of Whipplewood Advisors, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 495 shares of BJAN stock, worth $25,334. This represents 0.03% of its overall portfolio holdings.
Number of Shares
495
Previous 1,180
58.05%
Holding current value
$25,334
Previous $56.6 Million
2.75%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BJAN
# of Institutions
123Shares Held
5.03MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC550KShares$28.2 Million0.04% of portfolio
-
Brookstone Capital Management513KShares$26.2 Million0.39% of portfolio
-
Penserra Capital Management LLC Orinda, CA376KShares$19.2 Million0.31% of portfolio
-
Integral Investment Advisors, Inc.249KShares$12.7 Million3.81% of portfolio
-
Wealth Enhancement Advisory Services, LLC170KShares$8.71 Million0.02% of portfolio