Number of Shares
2.26 Mil
Current Holdings Value*
$140.71 Mil
% of Portfolio
9.89%
Total Estimate Gain
$66.47 Mil
% of Total Estimate Gain
37.27%

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 $103.84, WIPFLI FINANCIAL ADVISORS LLC,'s estimated gain on his AVUS holdings is $66.47 Mil, reflecting a 37.27% gain to date.

WIPFLI FINANCIAL ADVISORS LLC, AVUS ($103.84) Holding Chart

WIPFLI FINANCIAL ADVISORS LLC, AVUS ($103.84) 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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