WIPFLI FINANCIAL ADVISORS LLC, – Transaction History
WIPFLI FINANCIAL ADVISORS LLC, portfolio value:
140.71M
portfolio value
WIPFLI FINANCIAL ADVISORS LLC, quarter portfolio value change:
-4.14%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +23.65% | 431.59K shares | 22.00M | 2.25M | |
| Q2 2022 | share | Decrease | -7.47% | -147.24K shares | -33.36M | 1.82M | |
| Q1 2022 | share | Increase | +9.00% | 162.94K shares | 7.02M | 1.97M | |
| Q4 2021 | share | Increase | +10.22% | 167.8K shares | 24.05M | 1.80M | |
| Q3 2021 | share | Increase | +8.02% | 121.88K shares | 8.20M | 1.64M | |
| Q2 2021 | share | Increase | 0.00% | 1.51M shares | 112.78M | 1.51M |