Whipplewood Advisors, LLC Innovator Capital Management LLC Transaction History

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Number of Shares
28,384
Previous 29,015 2.17%
Holding current value
$705 Million
Previous $713 Million 1.15%
% 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
SELL
N/A
-631 Reduced 2.17%
28,384 $705 Million
Q1 2025

Apr 09, 2025
BUY
N/A
29,015 New
29,015 $713 Million
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