Whipplewood Advisors, LLC Innovator Capital Management LLC Transaction History

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Number of Shares
30,414
Previous 51 59535.29%
Holding current value
$908 Million
Previous $595 Million 52.65%
% of portfolio
0.5%
Previous 0.35%

Shares

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

Jul 31, 2025
BUY
N/A
30,363 Added 59535.29%
30,414 $908 Million
Q1 2025

Apr 09, 2025
SELL
N/A
-21,869 Reduced 99.77%
51 $595 Million
Q4 2024

Feb 04, 2025
BUY
N/A
21,920 New
21,920 $641 Million
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