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 2,129,942 shares of AVEM stock, worth $128 Million. This represents 6.88% of its overall portfolio holdings.
Number of Shares
2,129,942
Previous 2,292,793
7.1%
Holding current value
$128 Million
Previous $119 Million
17.99%
% of portfolio
6.88%
Previous 14.15%
Shares
8 transactions
Others Institutions Holding AVEM
# of Institutions
537Shares Held
121MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$999 Million7.93% of portfolio
-
Envestnet Asset Management Inc14.9MShares$899 Million0.29% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.03MShares$484 Million1.17% of portfolio
-
Morgan Stanley New York, NY4.99MShares$301 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$174 Million0.55% of portfolio