WIPFLI FINANCIAL ADVISORS LLC, AVEM Holdings History
WIPFLI FINANCIAL ADVISORS LLC,'s Avantis Emerging Markets Equity ETF Holding Summary
As of 2022-09-30, WIPFLI FINANCIAL ADVISORS LLC, held 2.13 Mil shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $97.83 Mil. This investment constitutes 6.88% of their stock portfolio, and WIPFLI FINANCIAL ADVISORS LLC, now holds 6.75% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.
The initial trade took place in 2021Q3. And since then WIPFLI FINANCIAL ADVISORS LLC, has made 4 purchases of AVEM, at an average price of $65.37, for a total of 2.29 Mil shares. In addition, there have been 1 sales at an average price of $50.90 for 162,851.00 shares. Based on historical transaction data and AVEM's current price of $70.37, WIPFLI FINANCIAL ADVISORS LLC,'s estimated gain on his AVEM holdings is $8.30 Mil, reflecting a 5.54% gain to date.
WIPFLI FINANCIAL ADVISORS LLC, AVEM ($70.37) Holding Chart
WIPFLI FINANCIAL ADVISORS LLC, AVEM ($70.37) 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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