Werba Rubin Papier Wealth Management American Centy ETF Tr Avantis Transaction History
Werba Rubin Papier Wealth Management
- $362 Billion
- Q2 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 148,251 shares of AVEM stock, worth $9.6 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
148,251
Previous 159,375
6.98%
Holding current value
$9.6 Million
Previous $9.24 Billion
1.96%
% of portfolio
2.5%
Previous 2.68%
Shares
7 transactions
Others Institutions Holding AVEM
# of Institutions
428Shares Held
86.5MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$919 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$529 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$201 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$145 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$145 Million5.0% of portfolio