WIPFLI FINANCIAL ADVISORS LLC, AVDE Holdings History
Number of Shares
1.81 Mil
Current Holdings Value*
$82.47 Mil
% of Portfolio
5.8%
Total Estimate Gain
$25.37 Mil
% of Total Estimate Gain
23.15%
WIPFLI FINANCIAL ADVISORS LLC,'s Avantis International Equity ETF Holding Summary
As of 2022-09-30, WIPFLI FINANCIAL ADVISORS LLC, held 1.81 Mil shares of Avantis International Equity ETF(AVDE), totaling $82.47 Mil. This investment constitutes 5.8% of their stock portfolio, and WIPFLI FINANCIAL ADVISORS LLC, now holds 5.03% of the outstanding Avantis International Equity ETF(AVDE) stock.
The initial trade took place in 2021Q3. And since then WIPFLI FINANCIAL ADVISORS LLC, has made 5 purchases of AVDE, at an average price of $60.62, for a total of 1.81 Mil shares. Based on historical transaction data and AVDE's current price of $74.65, WIPFLI FINANCIAL ADVISORS LLC,'s estimated gain on his AVDE holdings is $25.37 Mil, reflecting a 23.15% gain to date.
WIPFLI FINANCIAL ADVISORS LLC, AVDE ($74.65) Holding Chart
WIPFLI FINANCIAL ADVISORS LLC, AVDE ($74.65) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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