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 $83.6 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
$83.6 Million
Previous $55.4 Million
1.79%
% of portfolio
3.96%
Previous 6.57%
Shares
6 transactions
Others Institutions Holding AVDV
# of Institutions
431Shares Held
78.4MCall Options Held
200Put Options Held
500-
Savant Capital, LLC9.88MShares$696 Million5.23% of portfolio
-
Creative Planning Overland Park, KS9.62MShares$678 Million0.61% of portfolio
-
Jones Financial Companies Lllp5.89MShares$415 Million0.37% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.14MShares$221 Million3.72% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.58MShares$182 Million1.87% of portfolio