Whipplewood Advisors, LLC's ownership history for YSEP

Whipplewood Advisors, LLC currently holds 2.2K shares with a market value of $57.4K. It started holding YSEP on 2024-12-31. At its peak, it held 26.7K shares on 2025-03-31. Its highest holding value was $61.5K on 2025-09-30. At its lowest, it held 2.1K shares on 2024-12-31, with a value of $45.6K on 2024-12-31. In the recent 180 days, Whipplewood Advisors, LLC has decreased its shares by 218. In the recent year, Whipplewood Advisors, LLC has decreased its shares by 24.5K.