WIPFLI FINANCIAL ADVISORS LLC, – Transaction History
WIPFLI FINANCIAL ADVISORS LLC, portfolio value:
56.38M
portfolio value
WIPFLI FINANCIAL ADVISORS LLC, quarter portfolio value change:
-9.97%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +13.06% | 137.11K shares | 990.70K | 1.18M | |
| Q2 2022 | share | Increase | +0.63% | 6.60K shares | -9.89M | 1.04M | |
| Q1 2022 | share | Increase | +8.76% | 84.06K shares | 3.37M | 1.04M | |
| Q4 2021 | share | Increase | +11.53% | 99.16K shares | 6.34M | 959.2K | |
| Q3 2021 | share | Increase | +10.45% | 81.34K shares | 5.16M | 860.04K | |
| Q2 2021 | share | Increase | 0.00% | 778.69K shares | 50.40M | 778.69K |