Whipplewood Advisors, LLC's ownership history for CGBD

Whipplewood Advisors, LLC currently holds 34.9K shares with a market value of $381.3K. It started holding CGBD on 2025-06-30. At its peak, it held 38.1K shares on 2025-09-30. Its highest holding value was $476.1K on 2025-09-30. At its lowest, it held 17.5K shares on 2025-12-31, with a value of $218.3K on 2025-12-31. In the recent 180 days, Whipplewood Advisors, LLC has decreased its shares by 3.2K.