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 1,162,613 shares of AVUV stock, worth $115 Million. This represents 5.4% of its overall portfolio holdings.
Number of Shares
1,162,613
Previous 1,057,192
9.97%
Holding current value
$115 Million
Previous $72.3 Million
6.4%
% of portfolio
5.4%
Previous 8.57%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
939Shares Held
128MCall Options Held
29.3KPut Options Held
16K-
Creative Planning Overland Park, KS14.6MShares$1.45 Billion1.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.88MShares$484 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$349 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.76MShares$274 Million13.71% of portfolio
-
Morgan Stanley New York, NY2.74MShares$272 Million0.02% of portfolio