Whipplewood Advisors, LLC's ownership history for SE

Whipplewood Advisors, LLC currently holds 1.4K shares with a market value of $114.8K. It started holding SE on 2024-12-31. At its peak, it held 6.9K shares on 2025-03-31. Its highest holding value was $595.6K on 2025-06-30. At its lowest, it held 65 shares on 2025-12-31, with a value of $8.3K on 2025-12-31. In the recent 180 days, Whipplewood Advisors, LLC has decreased its shares by 2.3K. In the recent year, Whipplewood Advisors, LLC has decreased its shares by 693.