Whipplewood Advisors, LLC Simplify Exchange Traded Fds E Transaction History
Whipplewood Advisors, LLC
- $152 Billion
- Q3 2025
A detailed history of Whipplewood Advisors, LLC transactions in Simplify Exchange Traded Fds E stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 2,909 shares of HIGH stock, worth $0. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,909
Previous 6,535
55.49%
Holding current value
$0
Previous $158 Million
57.58%
% of portfolio
0.04%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding HIGH
# of Institutions
55Shares Held
5.24MCall Options Held
0Put Options Held
0-
Ae Wealth Management LLC846KShares$00.0% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE560KShares$00.0% of portfolio
-
Beacon Capital Management, LLC536KShares$00.0% of portfolio
-
Principal Securities, Inc. Des Moines, IA521KShares$00.2% of portfolio
-
Elevated Capital Advisors, LLC Sandy, UT348KShares$00.0% of portfolio