Whipplewood Advisors, LLC Innovator Capital Management LLC Transaction History

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Number of Shares
29,770
Previous 28,722 3.65%
Holding current value
$712 Million
Previous $711 Million 0.24%
% of portfolio
0.39%
Previous 0.42%

Shares

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

Jul 31, 2025
BUY
N/A
1,048 Added 3.65%
29,770 $712 Million
Q1 2025

Apr 09, 2025
BUY
N/A
28,722 New
28,722 $711 Million
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