Wipfli Financial Advisors Llc, American Centy ETF Tr Avantis Transaction History
Wipfli Financial Advisors Llc,
- $1.42 Billion
- Q3 2022
A detailed history of Wipfli Financial Advisors Llc, transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 1,807,780 shares of AVDE stock, worth $110 Million. This represents 5.8% of its overall portfolio holdings.
Number of Shares
1,807,780
Previous 1,503,240
20.26%
Holding current value
$110 Million
Previous $76.6 Million
7.66%
% of portfolio
5.8%
Previous 9.09%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
359Shares Held
67MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC5.76MShares$351 Million14.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.55MShares$277 Million0.69% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$179 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.48MShares$151 Million18.26% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$147 Million0.24% of portfolio