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 2,256,772 shares of AVUS stock, worth $204 Million. This represents 9.89% of its overall portfolio holdings.
Number of Shares
2,256,772
Previous 1,825,182
23.65%
Holding current value
$204 Million
Previous $119 Million
18.53%
% of portfolio
9.89%
Previous 14.08%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
365Shares Held
60.7MCall Options Held
0Put Options Held
0-
Oak Root LLC Santa Barbara, CA2.98MShares$269 Million36.76% of portfolio
-
American Century Companies Inc Kansas City, MO2.76MShares$249 Million0.16% of portfolio
-
Annex Advisory Services, LLC2.59MShares$234 Million8.44% of portfolio
-
Allworth Financial LP2.25MShares$203 Million1.44% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.73MShares$156 Million0.25% of portfolio