WFA
LTC

Wipfli Financial Advisors’s LTC Properties LTC Stock Holding History

Wipfli Financial Advisors’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$41K Buy
+1,100
New +$45.8K ﹤0.01% 1195

Other funds holding LTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in LTC Properties (LTC) in Q3 2022: 1,100 shares worth $41K. The stake represents ﹤0.01% of the portfolio and ranks #1195 among its holdings.

223 funds tracked by Wall St. Rank hold LTC as of Q3 2022.

  • Wipfli Financial Advisors held 1,100 shares of LTC Properties worth $41K as of Q3 2022.
  • LTC Properties was a new Wipfli Financial Advisors position in Q3 2022.
  • LTC Properties made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1195 holding.
  • 223 funds tracked by Wall St. Rank held LTC Properties as of Q3 2022.

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