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 $144 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
$144 Million
Previous $76.6 Million
7.66%
% of portfolio
5.8%
Previous 9.09%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
542Shares Held
94.3MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.9MShares$389 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.05MShares$321 Million0.44% of portfolio
-
American Century Companies Inc Kansas City, MO3.38MShares$268 Million0.14% of portfolio
-
Vantagepoint Investment Advisers LLC2.95MShares$234 Million1.98% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.81MShares$223 Million17.71% of portfolio