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 1,186,990 shares of AVDV stock, worth $78.4 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
1,186,990
Previous 1,049,873
13.06%
Holding current value
$78.4 Million
Previous $55.4 Million
1.79%
% of portfolio
3.96%
Previous 6.57%
Shares
6 transactions
Others Institutions Holding AVDV
# of Institutions
384Shares Held
79.9MCall Options Held
0Put Options Held
200-
Jones Financial Companies Lllp17.2MShares$1.14 Billion1.25% of portfolio
-
Savant Capital, LLC8.92MShares$590 Million5.37% of portfolio
-
Creative Planning Overland Park, KS6.34MShares$419 Million0.45% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$171 Million1.87% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$166 Million4.07% of portfolio