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 $46.9 Million. This represents 11.69% of its overall portfolio holdings.

Number of Shares
743,671
Previous 701,643 5.99%
Holding current value
$46.9 Million
Previous $43.7 Billion 14.11%
% of portfolio
11.69%
Previous 12.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$60.09 - $67.67 $2.53 Million - $2.84 Million
42,028 Added 5.99%
743,671 $49.8 Billion
Q2 2024

Aug 06, 2024

SELL
$61.17 - $65.29 $1.93 Million - $2.06 Million
-31,561 Reduced 4.3%
701,643 $43.7 Billion
Q1 2024

Apr 30, 2024

BUY
$58.3 - $63.83 $172,684 - $189,064
2,962 Added 0.41%
733,204 $46.7 Billion
Q4 2023

Jan 22, 2024

BUY
$52.98 - $60.62 $495,839 - $567,342
9,359 Added 1.3%
730,242 $44.1 Billion
Q3 2023

Nov 06, 2023

BUY
$55.54 - $59.61 $111,968 - $120,173
2,016 Added 0.28%
720,883 $40.1 Billion
Q2 2023

Jul 24, 2023

BUY
$55.68 - $59.23 $3.95 Million - $4.2 Million
70,897 Added 10.94%
718,867 $41.3 Billion
Q1 2023

Apr 26, 2023

SELL
$53.37 - $58.39 $1.83 Million - $2.01 Million
-34,359 Reduced 5.04%
647,970 $37 Billion
Q4 2022

Mar 28, 2023

BUY
$45.5 - $54.96 $31 Million - $37.5 Million
682,329 New
682,329 $36.3 Billion

Others Institutions Holding AVDE

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
Track This Portfolio

Track Werba Rubin Papier Wealth Management Portfolio

Follow Werba Rubin Papier Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Werba Rubin Papier Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Werba Rubin Papier Wealth Management with notifications on news.