Whipplewood Advisors, LLC First Trust Advisors LP Transaction History

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Number of Shares
8,350
Previous 13 64130.77%
Holding current value
$165 Million
Previous $169 Million 2.81%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Jul 31, 2025
BUY
N/A
8,337 Added 64130.77%
8,350 $165 Million
Q1 2025

Apr 09, 2025
SELL
N/A
-8,337 Reduced 99.84%
13 $169 Million
Q4 2024

Feb 04, 2025
BUY
N/A
8,350 New
8,350 $163 Million
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