Werba Rubin Papier Wealth Management American Centy ETF Tr Avantis Transaction History
Werba Rubin Papier Wealth Management
- $426 Billion
- Q3 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 743,671 shares of AVDE stock, worth $47.1 Million. This represents 11.69% of its overall portfolio holdings.
Number of Shares
743,671
Previous 701,643
5.99%
Holding current value
$47.1 Million
Previous $43.7 Billion
14.11%
% of portfolio
11.69%
Previous 12.06%
Shares
8 transactions
Others Institutions Holding AVDE
# of Institutions
366Shares Held
68MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC4.94MShares$313 Million10.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.56MShares$289 Million0.61% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.93MShares$186 Million0.28% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.66MShares$168 Million17.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.41MShares$153 Million0.24% of portfolio