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 1,186,990 shares of AVDV stock, worth $82.3 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
1,186,990
Previous 1,049,873
13.06%
Holding current value
$82.3 Million
Previous $55.4 Million
1.79%
% of portfolio
3.96%
Previous 6.57%
Shares
6 transactions
Others Institutions Holding AVDV
# of Institutions
349Shares Held
75.5MCall Options Held
100Put Options Held
500-
Jones Financial Companies Lllp16.8MShares$1.17 Billion1.26% of portfolio
-
Savant Capital, LLC7.99MShares$554 Million5.1% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$440 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$179 Million1.87% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.35MShares$163 Million9.46% of portfolio