Whipplewood Advisors, LLC Innovator Etfs Tr Transaction History

Whipplewood Advisors, LLC

  • $152 Billion
  • Q3 2025

A detailed history of Whipplewood Advisors, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 142,669 shares of BALT stock, worth $4.71 Million. This represents 3.08% of its overall portfolio holdings.

Number of Shares
142,669
Previous 137,053 4.1%
Holding current value
$4.71 Million
Previous $4.4 Billion 6.5%
% of portfolio
3.08%
Previous 2.42%

Shares

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

Nov 06, 2025
BUY
$32.11 - $32.82 $180,329 - $184,317
5,616 Added 4.1%
142,669 $4.68 Billion
Q2 2025

Jul 31, 2025
BUY
$30.33 - $32.1 $4.15 Million - $4.39 Million
136,903 Added 91268.67%
137,053 $4.4 Billion
Q1 2025

Apr 09, 2025
SELL
$31.31 - $31.89 $2.14 Million - $2.18 Million
-68,388 Reduced 99.78%
150 $3.05 Billion
Q4 2024

Feb 04, 2025
BUY
$30.76 - $31.55 $2.11 Million - $2.16 Million
68,538 New
68,538 $2.15 Billion

Others Institutions Holding BALT

# of Institutions
236
Shares Held
38.8M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
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.

Choose your preferred platform and Sign Up 👇 Telegram Email