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 $142 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
$142 Million
Previous $76.6 Million
7.66%
% of portfolio
5.8%
Previous 9.09%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
526Shares Held
89.4MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$371 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.05MShares$318 Million0.39% of portfolio
-
American Century Companies Inc Kansas City, MO3.38MShares$265 Million0.14% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$200 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.37MShares$186 Million0.23% of portfolio