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 1,186,990 shares of AVDV stock, worth $99 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
1,186,990
Previous 1,049,873
13.06%
Holding current value
$99 Million
Previous $55.4 Million
1.79%
% of portfolio
3.96%
Previous 6.57%
Shares
6 transactions
Others Institutions Holding AVDV
# of Institutions
487Shares Held
95.4MCall Options Held
300Put Options Held
100-
Creative Planning Overland Park, KS18.4MShares$1.53 Billion1.26% of portfolio
-
Savant Capital, LLC11MShares$916 Million5.68% of portfolio
-
Jones Financial Companies Lllp6.19MShares$516 Million0.39% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.81MShares$317 Million4.3% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$215 Million1.87% of portfolio