Number of Shares
4
Previous 11 63.64%
Holding current value
$144,000
Previous $161,000 10.56%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025

SELL
N/A
-7 Reduced 63.64%
4 $144,000
Q4 2024

Feb 04, 2025

BUY
N/A
11 New
11 $161,000
Track This Portfolio

Track Whipplewood Advisors, LLC Portfolio

Follow Whipplewood Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whipplewood Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.