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 1,807,780 shares of AVDE stock, worth $115 Million. This represents 5.8% of its overall portfolio holdings.
Number of Shares
1,807,780
Previous 1,503,240
20.26%
Holding current value
$115 Million
Previous $76.6 Million
7.66%
% of portfolio
5.8%
Previous 9.09%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
366Shares Held
68MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.94MShares$314 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$290 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$187 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$169 Million17.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$153 Million0.24% of portfolio