Whipplewood Advisors, LLC Innovator Capital Management LLC Transaction History

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Number of Shares
1,424
Previous 2,773 48.65%
Holding current value
$45.6 Million
Previous $43.1 Million 5.96%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 31, 2025
SELL
N/A
-1,349 Reduced 48.65%
1,424 $45.6 Million
Q1 2025

Apr 09, 2025
BUY
N/A
1,342 Added 93.78%
2,773 $43.1 Million
Q4 2024

Feb 04, 2025
BUY
N/A
1,431 New
1,431 $42.1 Million
Track This Portfolio

Track Whipplewood Advisors, LLC Portfolio

Follow Whipplewood Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whipplewood Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email