Werba Rubin Papier Wealth Management American Centy ETF Tr Avantis Transaction History
Werba Rubin Papier Wealth Management
- $345 Billion
- Q1 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 733,204 shares of AVDE stock, worth $46.7 Million. This represents 13.55% of its overall portfolio holdings.
Number of Shares
733,204
Previous 730,242
0.41%
Holding current value
$46.7 Million
Previous $44.1 Billion
5.91%
% of portfolio
13.55%
Previous 14.98%
Shares
6 transactions
Others Institutions Holding AVDE
# of Institutions
327Shares Held
55.2MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.11MShares$262 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.45MShares$156 Million0.26% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.13MShares$136 Million17.53% of portfolio
-
Annex Advisory Services, LLC2.08MShares$132 Million4.82% of portfolio
-
Wipfli Financial Advisors Llc,1.81MShares$115 Million5.8% of portfolio