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 $135 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
$135 Million
Previous $76.6 Million
7.66%
% of portfolio
5.8%
Previous 9.09%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
483Shares Held
82.6MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$353 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$290 Million0.43% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$190 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$189 Million0.23% of portfolio
-
Annex Advisory Services, LLC2.34MShares$175 Million5.71% of portfolio