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 1,807,780 shares of AVDE stock, worth $113 Million. This represents 5.8% of its overall portfolio holdings.
Number of Shares
1,807,780
Previous 1,503,240
20.26%
Holding current value
$113 Million
Previous $76.6 Million
7.66%
% of portfolio
5.8%
Previous 9.09%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
327Shares Held
55.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.11MShares$256 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$153 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.13MShares$133 Million17.53% of portfolio
-
Annex Advisory Services, LLC2.08MShares$129 Million4.82% of portfolio
-
Wms Partners, LLC1.73MShares$108 Million7.88% of portfolio