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 $122 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
$122 Million
Previous $76.6 Million
7.66%
% of portfolio
5.8%
Previous 9.09%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
344Shares Held
66.5MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX4.74MShares$319 Million0.21% of portfolio
-
Annex Advisory Services, LLC4.46MShares$300 Million10.2% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.35MShares$292 Million0.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.47MShares$166 Million0.27% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.36MShares$159 Million0.23% of portfolio