Whipplewood Advisors, LLC Flaherty & Crumrine Inc Transaction History

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Number of Shares
93,985
Previous 3,250 2791.85%
Holding current value
$1.93 Billion
Previous $2.85 Billion 32.36%
% of portfolio
1.06%
Previous 1.68%

Shares

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

Jul 31, 2025
BUY
N/A
90,735 Added 2791.85%
93,985 $1.93 Billion
Q1 2025

Apr 09, 2025
SELL
N/A
-137,228 Reduced 97.69%
3,250 $2.85 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
140,478 New
140,478 $2.8 Billion
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