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 $129 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
$129 Million
Previous $119 Million
17.99%
% of portfolio
6.88%
Previous 14.15%
Shares
8 transactions
Others Institutions Holding AVEM
# of Institutions
589Shares Held
128MCall Options Held
0Put Options Held
0-
Savant Capital, LLC17.7MShares$1.07 Billion8.1% of portfolio
-
Envestnet Asset Management Inc15MShares$910 Million0.3% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.89MShares$538 Million1.24% of portfolio
-
Morgan Stanley New York, NY4.18MShares$253 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.39MShares$145 Million0.12% of portfolio