Whipplewood Advisors, LLC Alger ETF Trust/The Transaction History

Whipplewood Advisors, LLC

  • $152 Billion
  • Q3 2025
Number of Shares
40,976
Previous 39,402 3.99%
Holding current value
$1.54 Billion
Previous $1.22 Billion 26.41%
% of portfolio
1.01%
Previous 0.67%

Shares

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

Nov 06, 2025
BUY
N/A
1,574 Added 3.99%
40,976 $1.54 Billion
Q2 2025

Jul 31, 2025
BUY
N/A
39,302 Added 39302.0%
39,402 $1.22 Billion
Q1 2025

Apr 09, 2025
SELL
N/A
-10,752 Reduced 99.08%
100 $248 Million
Q4 2024

Feb 04, 2025
BUY
N/A
10,852 New
10,852 $285 Million
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