Whipplewood Advisors, LLC Innovator Etfs Tr Transaction History

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025

A detailed history of Whipplewood Advisors, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 137,053 shares of BALT stock, worth $4.45 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
137,053
Previous 150 91268.67%
Holding current value
$4.45 Million
Previous $3.05 Billion 44.36%
% of portfolio
2.42%
Previous 1.8%

Shares

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

Jul 31, 2025
BUY
$30.33 - $32.1 $4.15 Million - $4.39 Million
136,903 Added 91268.67%
137,053 $4.4 Billion
Q1 2025

Apr 09, 2025
SELL
$31.31 - $31.89 $2.14 Million - $2.18 Million
-68,388 Reduced 99.78%
150 $3.05 Billion
Q4 2024

Feb 04, 2025
BUY
$30.76 - $31.55 $2.11 Million - $2.16 Million
68,538 New
68,538 $2.15 Billion

Others Institutions Holding BALT

# of Institutions
205
Shares Held
32.4M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
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