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 $132 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
$132 Million
Previous $119 Million
17.99%
% of portfolio
6.88%
Previous 14.15%
Shares
8 transactions
Others Institutions Holding AVEM
# of Institutions
527Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$1.03 Billion7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$924 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$497 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$309 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$179 Million0.55% of portfolio