WIPFLI FINANCIAL ADVISORS LLC, AVUV Holdings History
WIPFLI FINANCIAL ADVISORS LLC,'s Avantis U.S. Small Cap Value ETF Holding Summary
As of 2022-09-30, WIPFLI FINANCIAL ADVISORS LLC, held 1.16 Mil shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $76.89 Mil. This investment constitutes 5.4% of their stock portfolio, and WIPFLI FINANCIAL ADVISORS LLC, now holds 2.14% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2021Q3. And since then WIPFLI FINANCIAL ADVISORS LLC, has made 4 purchases of AVUV, at an average price of $74.61, for a total of 1.26 Mil shares. In addition, there have been 1 sales at an average price of $75.76 for 101,934.00 shares. Based on historical transaction data and AVUV's current price of $95.33, WIPFLI FINANCIAL ADVISORS LLC,'s estimated gain on his AVUV holdings is $24.20 Mil, reflecting a 25.65% gain to date.
WIPFLI FINANCIAL ADVISORS LLC, AVUV ($95.33) Holding Chart
WIPFLI FINANCIAL ADVISORS LLC, AVUV ($95.33) 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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