Whipplewood Advisors, LLC First Trust ETFs/USA Transaction History

Whipplewood Advisors, LLC

  • $152 Billion
  • Q3 2025
Number of Shares
58,647
Previous 57,340 2.28%
Holding current value
$1.27 Billion
Previous $1.18 Billion 7.81%
% of portfolio
0.83%
Previous 0.65%

Shares

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

Nov 06, 2025
BUY
N/A
1,307 Added 2.28%
58,647 $1.27 Billion
Q2 2025

Jul 31, 2025
SELL
N/A
-63,917 Reduced 52.71%
57,340 $1.18 Billion
Q1 2025

Apr 09, 2025
BUY
N/A
93,094 Added 330.55%
121,257 $574 Million
Q4 2024

Feb 04, 2025
BUY
N/A
28,163 New
28,163 $606 Million
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