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 8,599 shares of AVES stock, worth $419,115. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,599
Previous 11,224
23.39%
Holding current value
$419,115
Previous $474,000
32.07%
% of portfolio
0.02%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding AVES
# of Institutions
112Shares Held
6.61MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC774KShares$37.7 Million1.71% of portfolio
-
Empowered Funds, LLC719KShares$35 Million0.61% of portfolio
-
American Century Companies Inc Kansas City, MO656KShares$32 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.303KShares$14.8 Million3.16% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$12.9 Million0.07% of portfolio