WIPFLI FINANCIAL ADVISORS LLC, – Transaction History
WIPFLI FINANCIAL ADVISORS LLC, portfolio value:
82.47M
portfolio value
WIPFLI FINANCIAL ADVISORS LLC, quarter portfolio value change:
-10.48%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +20.26% | 304.54K shares | 5.86M | 1.80M | |
| Q2 2022 | share | Increase | +10.97% | 148.61K shares | -5.12M | 1.50M | |
| Q1 2022 | share | Increase | +21.17% | 236.67K shares | 10.86M | 1.35M | |
| Q4 2021 | share | Increase | +12.56% | 124.77K shares | 8.80M | 1.11M | |
| Q3 2021 | share | Increase | +8.68% | 79.32K shares | 4.42M | 993.17K | |
| Q2 2021 | share | Increase | 0.00% | 913.85K shares | 57.63M | 913.85K |