Whipplewood Advisors, LLC's ownership history for SBI

Whipplewood Advisors, LLC currently holds 91.9K shares with a market value of $705.6K. It started holding SBI on 2024-12-31. At its peak, it held 91.9K shares on 2026-03-31. Its highest holding value was $707.3K on 2025-09-30. At its lowest, it held 104 shares on 2025-03-31, with a value of $639.8K on 2025-06-30. In the recent 180 days, Whipplewood Advisors, LLC has increased its shares by 2.5K. In the recent year, Whipplewood Advisors, LLC has increased its shares by 91.8K.