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 11,034 shares of AVLV stock, worth $723,389. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,034
Previous 13,378
17.52%
Holding current value
$723,389
Previous $616,000
20.45%
% of portfolio
0.03%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
351Shares Held
65.9MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC8.17MShares$535 Million1.1% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$129 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$125 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$123 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$116 Million0.1% of portfolio