Whipplewood Advisors, LLC Innovator ETF Trust Transaction History

Whipplewood Advisors, LLC

  • $152 Billion
  • Q3 2025
Number of Shares
29,828
Previous 28,756 3.73%
Holding current value
$739 Million
Previous $711 Million 3.92%
% of portfolio
0.49%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
N/A
1,072 Added 3.73%
29,828 $739 Million
Q2 2025

Jul 31, 2025
SELL
N/A
-488 Reduced 1.67%
28,756 $711 Million
Q1 2025

Apr 09, 2025
BUY
N/A
29,244 New
29,244 $712 Million
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