Whipplewood Advisors, LLC's ownership history for USB

Whipplewood Advisors, LLC currently holds 5.3K shares with a market value of $257.8K. It started holding USB on 2024-12-31. At its peak, it held 7.6K shares on 2024-12-31. Its highest holding value was $361.5K on 2024-12-31. At its lowest, it held 5.3K shares on 2025-09-30, with a value of $257.8K on 2025-09-30. In the recent 180 days, Whipplewood Advisors, LLC has decreased its shares by 2.0K.