Wipfli Financial Advisors Llc, Purchases in Q3 2022

Wipfli Financial Advisors Llc,

  • $1.42 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
TIP
Ishares Tr Tips Bd ETF

ETFs
11.5K
+ 79.23%
$104.9 - $118.23 $1.2M - $1.35M
25.9K $2.72M
IVV
Ishares Core S&P 500 ETF

ETFs
16.9K
+ 360.59%
$358.65 - $432.04 $6.06M - $7.29M
21.6K $7.73M
JHSC
John Hancock ETF Tr Multifacto

ETFs
64.4K
+ 96.74%
$28.05 - $33.6 $1.81M - $2.16M
131K $3.68M
VTC
Vanguard Scottsdale Fds Total

ETFs
25.3K
+ 99.03%
$71.96 - $79.68 $1.82M - $2.01M
50.8K $3.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.45K
+ 68.91%
$357.18 - $429.7 $1.59M - $1.91M
10.9K $3.91M
VIG
Vanguard Dividend Appreciation

ETFs
12.2K
+ 71.96%
N/A
29.2K $3.95M
DGS
Wisdomtree Emerging Markets Sm

ETFs
41K
+ 72.33%
$39.82 - $46.22 $1.63M - $1.9M
97.7K $3.89M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
6.73K
+ 3.31%
$22.24 - $26.54 $150K - $179K
210K $4.67M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
28.5K
+ 59.11%
$95.54 - $104.23 $2.72M - $2.97M
76.6K $7.38M
SCHP
Schwab Strategic Us Tips ETF

ETFs
77.2K
+ 87.69%
$51.8 - $57.88 $4M - $4.47M
165K $8.56M
REET
Ishares Global Reit ETF

ETFs
275K
+ 94.32%
$20.93 - $26.78 $5.77M - $7.38M
568K $12.1M
DFAI
Dimensional ETF Tr

ETFs
122K
+ 40.43%
$21.44 - $25.78 $2.62M - $3.15M
425K $9.16M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
48.7K
+ 113.43%
$43.85 - $263.28 $2.14M - $12.8M
91.7K $20.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
138K
+ 39.21%
$25.67 - $30.93 $3.54M - $4.27M
490K $12.6M
DFAE
Dimensional ETF Tr

ETFs
638K
+ 139.99%
$20.09 - $23.68 $12.8M - $15.1M
1.09M $22M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
44.1K
+ 13.39%
$87.04 - $106.5 $3.84M - $4.69M
373K $32.5M
AVDV
American Centy ETF Tr Avantis

ETFs
137K
+ 13.06%
$47.02 - $57.29 $6.45M - $7.86M
1.19M $56.4M
AVUV
American Centy ETF Tr Avantis

ETFs
105K
+ 9.97%
$65.42 - $79.96 $6.9M - $8.43M
1.16M $76.9M
AVDE
American Centy ETF Tr Avantis

ETFs
305K
+ 20.26%
$45.36 - $54.56 $13.8M - $16.6M
1.81M $82.5M
AVUS
American Centy ETF Tr Avantis

ETFs
432K
+ 23.65%
$62.35 - $74.13 $26.9M - $32M
2.26M $141M
IDEV
Ishares Core Msci Intl Develop

ETFs
105K
+ 3.53%
$48.0 - $57.67 $5.06M - $6.08M
3.09M $149M
Activity Summary
Buys All Purchases 2622 New Holdings 2562 Increased Positions 60 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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