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 $132 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
$132 Million
Previous $76.6 Million
7.66%
% of portfolio
5.8%
Previous 9.09%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
459Shares Held
81MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$345 Million0.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$283 Million0.43% of portfolio
-
Annex Advisory Services, LLC3.79MShares$276 Million8.8% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$207 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$184 Million0.23% of portfolio