Whipplewood Advisors, LLC SEI Investments Management Corp Transaction History

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Number of Shares
137
Previous 430 68.14%
Holding current value
$3.51 Million
Previous $3.26 Million 7.77%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
SELL
N/A
-293 Reduced 68.14%
137 $3.51 Million
Q1 2025

Apr 09, 2025
BUY
N/A
430 New
430 $3.26 Million
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