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 $114 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
$114 Million
Previous $72.3 Million
6.4%
% of portfolio
5.4%
Previous 8.57%
Shares
6 transactions
Others Institutions Holding AVUV
# of Institutions
773Shares Held
102MCall Options Held
15.5KPut Options Held
12.1K-
Creative Planning Overland Park, KS6.19MShares$606 Million0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.86MShares$378 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.6MShares$352 Million14.61% of portfolio
-
Morgan Stanley New York, NY3.16MShares$309 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.71MShares$266 Million15.21% of portfolio