Whipplewood Advisors, LLC Options Holdings

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 2,034
  • Current Value $182 Billion
  • Prior Value $169 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 68 stocks
  • Additional Purchases 525 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 599 stocks
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