WIPFLI FINANCIAL ADVISORS LLC, AVDV Holdings History
WIPFLI FINANCIAL ADVISORS LLC,'s Avantis International Small Cap Value ETF Holding Summary
As of 2022-09-30, WIPFLI FINANCIAL ADVISORS LLC, held 1.19 Mil shares of Avantis International Small Cap Value ETF(AVDV), totaling $56.38 Mil. This investment constitutes 3.96% of their stock portfolio, and WIPFLI FINANCIAL ADVISORS LLC, now holds 3.41% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2021Q3. And since then WIPFLI FINANCIAL ADVISORS LLC, has made 5 purchases of AVDV, at an average price of $63.71, for a total of 1.19 Mil shares. Based on historical transaction data and AVDV's current price of $81.57, WIPFLI FINANCIAL ADVISORS LLC,'s estimated gain on his AVDV holdings is $21.20 Mil, reflecting a 28.04% gain to date.
WIPFLI FINANCIAL ADVISORS LLC, AVDV ($81.57) Holding Chart
WIPFLI FINANCIAL ADVISORS LLC, AVDV ($81.57) 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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