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 $223 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
$223 Million
Previous $119 Million
18.53%
% of portfolio
9.89%
Previous 14.08%
Shares
6 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$336 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$307 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$300 Million36.46% of portfolio
-
Envestnet Asset Management Inc1.7MShares$168 Million0.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.63MShares$161 Million0.23% of portfolio