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Wipfli Financial Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Wipfli Financial Advisors’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$297K Buy
+7,821
New +$329K 0.02% 328

Other funds holding AVIV

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $186M AUM 16.43% 1-Year Est. Return
BAM
Bayshore Asset Management Coral Gables, Florida $251M AUM 22.21% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Wipfli Financial Advisors's AVIV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Avantis International Large Cap Value ETF (AVIV) in Q3 2022: 7,821 shares worth $297K. The stake represents 0.02% of the portfolio and ranks #328 among its holdings.

30 funds tracked by Wall St. Rank hold AVIV as of Q3 2022.

  • Wipfli Financial Advisors held 7,821 shares of Avantis International Large Cap Value ETF worth $297K as of Q3 2022.
  • Avantis International Large Cap Value ETF was a new Wipfli Financial Advisors position in Q3 2022.
  • Avantis International Large Cap Value ETF made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #328 holding.
  • 30 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.