Werba Rubin Papier Wealth Management American Centy ETF Tr Avantis Transaction History
Werba Rubin Papier Wealth Management
- $460 Billion
- Q1 2025
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 738,696 shares of AVDE stock, worth $54.8 Million. This represents 10.65% of its overall portfolio holdings.
Number of Shares
738,696
Previous 750,964
1.63%
Holding current value
$54.8 Million
Previous $46.1 Billion
6.22%
% of portfolio
10.65%
Previous 10.87%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
469Shares Held
79.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$351 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$288 Million0.43% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$189 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$188 Million0.23% of portfolio
-
Annex Advisory Services, LLC2.34MShares$174 Million5.71% of portfolio