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 $228 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
$228 Million
Previous $119 Million
18.53%
% of portfolio
9.89%
Previous 14.08%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
478Shares Held
71.2MCall Options Held
1.4KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.46MShares$351 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.05MShares$309 Million37.76% of portfolio
-
Annex Advisory Services, LLC2.32MShares$235 Million7.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$218 Million0.08% of portfolio
-
Vista Wealth Management Group, LLC1.66MShares$168 Million10.44% of portfolio