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 893 shares of BJUL stock, worth $42,096. This represents 0.02% of its overall portfolio holdings.
Number of Shares
893
Previous 935
4.49%
Holding current value
$42,096
Previous $41.7 Million
3.1%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding BJUL
# of Institutions
115Shares Held
4.14MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC564KShares$26.6 Million0.03% of portfolio
-
Penserra Capital Management LLC Orinda, CA400KShares$18.9 Million0.31% of portfolio
-
Integral Investment Advisors, Inc.264KShares$12.4 Million3.74% of portfolio
-
Captrust Financial Advisors Raleigh, NC250KShares$11.8 Million0.03% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE186KShares$8.77 Million0.85% of portfolio