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 113,738 shares of AVSF stock, worth $5.32 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
113,738
Previous 92,998
22.3%
Holding current value
$5.32 Million
Previous $4.29 Billion
23.89%
% of portfolio
1.16%
Previous 1.01%
Shares
3 transactions
Others Institutions Holding AVSF
# of Institutions
67Shares Held
8.53MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.62MShares$123 Million12.8% of portfolio
-
Verus Financial Partners, Inc.1.46MShares$68.3 Million7.57% of portfolio
-
Simplicity Wealth,Llc618KShares$28.9 Million2.4% of portfolio
-
Envestnet Asset Management Inc408KShares$19.1 Million0.01% of portfolio
-
Creative Planning Overland Park, KS353KShares$16.5 Million0.02% of portfolio