Whipplewood Advisors, LLC Innovator Capital Management LLC Transaction History

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Number of Shares
28,756
Previous 29,244 1.67%
Holding current value
$711 Million
Previous $712 Million 0.08%
% 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
-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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