WIPFLI FINANCIAL ADVISORS LLC, – Transaction History
WIPFLI FINANCIAL ADVISORS LLC, portfolio value:
1.33M
portfolio value
WIPFLI FINANCIAL ADVISORS LLC, quarter portfolio value change:
-11.89%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +38.86% | 19.75K shares | 243.12K | 70.58K | |
| Q2 2022 | share | Decrease | -5.52% | -2.96K shares | -252.47K | 50.83K | |
| Q1 2022 | share | Increase | +81.62% | 24.17K shares | 568.87K | 53.80K | |
| Q4 2021 | share | Decrease | -34.95% | -15.91K shares | -405.02K | 29.62K | |
| Q3 2021 | share | Increase | 0.00% | 45.53K shares | 1.17M | 45.53K |