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 2,256,772 shares of AVUS stock, worth $222 Million. This represents 9.89% of its overall portfolio holdings.
Number of Shares
2,256,772
Previous 1,825,182
23.65%
Holding current value
$222 Million
Previous $119 Million
18.53%
% of portfolio
9.89%
Previous 14.08%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
456Shares Held
88MCall Options Held
1KPut Options Held
100-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$1.96 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$350 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.23MShares$317 Million0.19% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$298 Million38.32% of portfolio
-
Envestnet Asset Management Inc1.73MShares$170 Million0.06% of portfolio