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 $54.1 Million. This represents 10.65% of its overall portfolio holdings.
Number of Shares
738,696
Previous 750,964
1.63%
Holding current value
$54.1 Million
Previous $46.1 Billion
6.22%
% of portfolio
10.65%
Previous 10.87%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
459Shares Held
81MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$347 Million0.64% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$285 Million0.43% of portfolio
-
Annex Advisory Services, LLC3.79MShares$278 Million8.8% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.84MShares$208 Million19.21% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.53MShares$185 Million0.23% of portfolio