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 $231 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
$231 Million
Previous $119 Million
18.53%
% of portfolio
9.89%
Previous 14.08%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
488Shares Held
73.6MCall Options Held
1.4KPut Options Held
100-
American Century Companies Inc Kansas City, MO3.46MShares$355 Million0.2% of portfolio
-
Oak Root LLC Santa Barbara, CA3.03MShares$311 Million37.87% of portfolio
-
Annex Advisory Services, LLC2.59MShares$265 Million8.58% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.15MShares$220 Million0.08% of portfolio
-
Maseco LLP London,2.09MShares$215 Million8.02% of portfolio