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