WIPFLI FINANCIAL ADVISORS LLC, AVUS Holdings History
WIPFLI FINANCIAL ADVISORS LLC,'s Avantis U.S. Equity ETF Holding Summary
As of 2022-09-30, WIPFLI FINANCIAL ADVISORS LLC, held 2.26 Mil shares of Avantis U.S. Equity ETF(AVUS), totaling $140.71 Mil. This investment constitutes 9.89% of their stock portfolio, and WIPFLI FINANCIAL ADVISORS LLC, now holds 5.55% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2021Q3. And since then WIPFLI FINANCIAL ADVISORS LLC, has made 4 purchases of AVUS, at an average price of $74.18, for a total of 2.40 Mil shares. In addition, there have been 1 sales at an average price of $71.05 for 147,248.00 shares. Based on historical transaction data and AVUS's current price of $103.65, WIPFLI FINANCIAL ADVISORS LLC,'s estimated gain on his AVUS holdings is $66.04 Mil, reflecting a 37.03% gain to date.
WIPFLI FINANCIAL ADVISORS LLC, AVUS ($103.65) Holding Chart
WIPFLI FINANCIAL ADVISORS LLC, AVUS ($103.65) 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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