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 2,129,942 shares of AVEM stock, worth $148 Million. This represents 6.88% of its overall portfolio holdings.

Number of Shares

2,129,942

Previous 2,292,793 7.1%

Holding current value

$148 Million

Previous $119 Million 17.99%

% of portfolio

6.88%

Previous 14.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 26, 2022	SELL	$45.9 - $53.37 $7.47 Million - $8.69 Million	-162,851 Reduced 7.1%	2,129,942 $97.8 Million
Q2 2022 Jul 07, 2022	BUY	$51.44 - $61.32 $7.49 Million - $8.93 Million	145,688 Added 6.79%	2,292,793 $119 Million
Q1 2022 Apr 22, 2022	BUY	$54.87 - $65.28 $1.54 Million - $1.83 Million	28,010 Added 1.32%	2,147,105 $127 Million
Q4 2021 Jan 28, 2022	BUY	$60.96 - $66.61 $9.61 Million - $10.5 Million	157,618 Added 8.04%	2,119,095 $134 Million
Q3 2021 Oct 13, 2021	BUY	$63.1 - $69.23 $3.88 Million - $4.25 Million	61,438 Added 3.23%	1,961,477 $127 Million
Q2 2021 Jul 29, 2021	BUY	$65.38 - $70.46 $7.29 Million - $7.86 Million	111,490 Added 6.23%	1,900,039 $132 Million
Q1 2021 May 06, 2021	BUY	$62.28 - $69.33 $2.72 Million - $3.03 Million	43,702 Added 2.5%	1,788,549 $118 Million
Q4 2020 Feb 02, 2021	BUY	$51.7 - $61.88 $90.2 Million - $108 Million	1,744,847 New	1,744,847 $108 Million

Others Institutions Holding AVEM

# of Institutions

587

Shares Held

128M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
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Wipfli Financial Advisors Llc, American Centy ETF Tr Avantis Transaction History