WIPFLI FINANCIAL ADVISORS LLC,

13F Filings History

Latest 13F report: Q3 2022 - Oct 26, 2022
Value $: $1.42B
Signature - Title: Julie Nichols - Chief Financial Officer
Location: Milwaukee, WI
Summary: This page shows a list of all the recent 13F filings made by WIPFLI FINANCIAL ADVISORS LLC,. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WIPFLI FINANCIAL ADVISORS LLC, reported 2548 stock holdings with total value $1.42B as of Q3 2022. Top holdings included IDEV, AVUS, AVEM, AVDE, and AVUV.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2022	2,548	$1.42B	+$622M	-$48M	+$574M	IDEV, AVUS, AVEM, AVDE, AVUV	13F-HR	10/26/2022, 09:41 AM
Q2 2022	85	$919M	+$113M	-$41.1M	+$71.4M	IDEV, AVEM, AVUS, AVDE, AVUV	13F-HR	7/7/2022, 05:01 PM
Q1 2022	96	$991M	+$164M	-$3.6M	+$160M	IDEV, AVUS, AVEM, AVUV, AVDE	13F-HR	4/22/2022, 03:41 PM
Q4 2021	46	$872M	+$77.2M	-$14.5M	+$62.8M	IDEV, AVUS, AVEM, AVUV, AVDE	13F-HR	1/28/2022, 04:01 PM
Q3 2021	42	$784M	+$96.7M	-$5.42M	+$91.3M	IDEV, AVEM, AVUS, AVUV, AVDE	13F-HR	10/13/2021, 12:58 PM
Q2 2021	43	$708M	+$520M	-$7.17M	+$513M	AVEM, IDEV, AVUS, AVUV, DFAT	13F-HR	7/29/2021, 10:08 AM
Q1 2021	33	$184M	+$10.2M	-$4.64M	+$5.59M	AVEM, SCHG, IWO, SCHV, SCHD	13F-HR	5/6/2021, 12:44 PM
Q4 2020	37	$168M	$0	$0		AVEM, SCHG, IWO, SCHV, SCHD	13F-HR	2/2/2021, 05:19 PM

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