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 2,256,772 shares of AVUS stock, worth $226 Million. This represents 9.89% of its overall portfolio holdings.
Number of Shares
2,256,772
Previous 1,825,182
23.65%
Holding current value
$226 Million
Previous $119 Million
18.53%
% of portfolio
9.89%
Previous 14.08%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
411Shares Held
85.4MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX20MShares$2 Billion3.83% of portfolio
-
Annex Advisory Services, LLC3.56MShares$357 Million11.68% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$311 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$305 Million38.32% of portfolio
-
Envestnet Asset Management Inc1.7MShares$171 Million0.05% of portfolio