Whipplewood Advisors, LLC First Trust Advisors LP Transaction History

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Number of Shares
57,340
Previous 121,257 52.71%
Holding current value
$1.18 Billion
Previous $574 Million 104.82%
% of portfolio
0.65%
Previous 0.34%

Shares

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

Jul 31, 2025
SELL
N/A
-63,917 Reduced 52.71%
57,340 $1.18 Billion
Q1 2025

Apr 09, 2025
BUY
N/A
93,094 Added 330.55%
121,257 $574 Million
Q4 2024

Feb 04, 2025
BUY
N/A
28,163 New
28,163 $606 Million
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