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 $130 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
$130 Million
Previous $119 Million 17.99%
% of portfolio
6.88%
Previous 14.15%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 26, 2022

SELL
$45.9 - $53.37 $7.47 Million - $8.69 Million
-162,851 Reduced 7.1%
2,129,942 $97.8 Million
Q2 2022

Jul 07, 2022

BUY
$51.44 - $61.32 $7.49 Million - $8.93 Million
145,688 Added 6.79%
2,292,793 $119 Million
Q1 2022

Apr 22, 2022

BUY
$54.87 - $65.28 $1.54 Million - $1.83 Million
28,010 Added 1.32%
2,147,105 $127 Million
Q4 2021

Jan 28, 2022

BUY
$60.96 - $66.61 $9.61 Million - $10.5 Million
157,618 Added 8.04%
2,119,095 $134 Million
Q3 2021

Oct 13, 2021

BUY
$63.1 - $69.23 $3.88 Million - $4.25 Million
61,438 Added 3.23%
1,961,477 $127 Million
Q2 2021

Jul 29, 2021

BUY
$65.38 - $70.46 $7.29 Million - $7.86 Million
111,490 Added 6.23%
1,900,039 $132 Million
Q1 2021

May 06, 2021

BUY
$62.28 - $69.33 $2.72 Million - $3.03 Million
43,702 Added 2.5%
1,788,549 $118 Million
Q4 2020

Feb 02, 2021

BUY
$51.7 - $61.88 $90.2 Million - $108 Million
1,744,847 New
1,744,847 $108 Million

Others Institutions Holding AVEM

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVEM
  • Sector ETFs
  • Industry ETFs
More about AVEM
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