Whipplewood Advisors, LLC Innovator Capital Management LLC Transaction History

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Number of Shares
495
Previous 1,424 65.24%
Holding current value
$25.1 Million
Previous $23 Million 9.44%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 31, 2025
SELL
N/A
-929 Reduced 65.24%
495 $25.1 Million
Q1 2025

Apr 09, 2025
BUY
N/A
929 Added 187.68%
1,424 $23 Million
Q4 2024

Feb 04, 2025
BUY
N/A
495 New
495 $23.8 Million
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