Whipplewood Advisors, LLC Flaherty & Crumrine Inc Transaction History

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025
Number of Shares
3,250
Previous 140,478 97.69%
Holding current value
$2.85 Billion
Previous $2.8 Billion 1.83%
% of portfolio
1.68%
Previous 1.59%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
N/A
-137,228 Reduced 97.69%
3,250 $2.85 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
140,478 New
140,478 $2.8 Billion
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