WIPFLI FINANCIAL ADVISORS LLC, – Transaction History
WIPFLI FINANCIAL ADVISORS LLC, portfolio value:
490,000
portfolio value
WIPFLI FINANCIAL ADVISORS LLC, quarter portfolio value change:
-3.64%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -17.52% | -2.34K shares | -126.72K | 11.03K | |
| Q2 2022 | share | Increase | +7.28% | 908 shares | -57.40K | 13.37K | |
| Q1 2022 | share | Increase | 0.00% | 12.47K shares | 674.13K | 12.47K |