Werba Rubin Papier Wealth Management American Centy ETF Tr Avantis Transaction History
Werba Rubin Papier Wealth Management
- $532 Billion
- Q2 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 752,507 shares of AVDE stock, worth $57.1 Million. This represents 10.47% of its overall portfolio holdings.
Number of Shares
752,507
Previous 738,696
1.87%
Holding current value
$57.1 Million
Previous $49 Billion
13.77%
% of portfolio
10.47%
Previous 10.65%
Shares
11 transactions
Others Institutions Holding AVDE
# of Institutions
503Shares Held
84MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.73MShares$359 Million0.63% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.89MShares$295 Million0.43% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA2.55MShares$193 Million16.59% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.37MShares$180 Million0.23% of portfolio
-
Annex Advisory Services, LLC2.34MShares$178 Million5.71% of portfolio