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 2,129,942 shares of AVEM stock, worth $131 Million. This represents 6.88% of its overall portfolio holdings.
Number of Shares
2,129,942
Previous 2,292,793
7.1%
Holding current value
$131 Million
Previous $119 Million
17.99%
% of portfolio
6.88%
Previous 14.15%
Shares
8 transactions
Others Institutions Holding AVEM
# of Institutions
389Shares Held
78.2MCall Options Held
0Put Options Held
10.4K-
Savant Capital, LLC13.2MShares$809 Million8.85% of portfolio
-
Envestnet Asset Management Inc7.36MShares$452 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.61MShares$160 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.31MShares$142 Million4.87% of portfolio
-
Haverford Trust CO Radnor, PA2.23MShares$137 Million1.35% of portfolio