Werba Rubin Papier Wealth Management American Centy ETF Tr Avantis Transaction History
Werba Rubin Papier Wealth Management
- $424 Billion
- Q4 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 92,998 shares of AVSF stock, worth $4.31 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
92,998
Previous 87,986
5.7%
Holding current value
$4.31 Million
Previous $4.15 Billion
3.48%
% of portfolio
1.01%
Previous 0.97%
Shares
2 transactions
Others Institutions Holding AVSF
# of Institutions
61Shares Held
7.77MCall Options Held
0Put Options Held
0-
Prairie View Partners, LLC2.63MShares$122 Million12.66% of portfolio
-
Verus Financial Partners, Inc.1.43MShares$66.2 Million7.36% of portfolio
-
Simplicity Wealth,Llc477KShares$22.1 Million2.17% of portfolio
-
Envestnet Asset Management Inc353KShares$16.4 Million0.01% of portfolio
-
Creative Planning Overland Park, KS323KShares$15 Million0.02% of portfolio