Werba Rubin Papier Wealth Management American Centy ETF Tr Avantis Transaction History

Werba Rubin Papier Wealth Management

$424 Billion
Q4 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 162,041 shares of AVEM stock, worth $9.81 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares

162,041

Previous 159,468 1.61%

Holding current value

$9.81 Million

Previous $10.3 Billion 7.53%

% of portfolio

2.25%

Previous 2.42%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$58.59 - $66.14 $150,752 - $170,178	2,573 Added 1.61%	162,041 $9.53 Billion
Q3 2024 Oct 18, 2024	BUY	$57.2 - $65.59 $641,612 - $735,723	11,217 Added 7.57%	159,468 $10.3 Billion
Q2 2024 Aug 06, 2024	SELL	$56.42 - $62.42 $627,616 - $694,360	-11,124 Reduced 6.98%	148,251 $9.06 Billion
Q1 2024 Apr 30, 2024	SELL	$53.02 - $58.54 $45,226 - $49,934	-853 Reduced 0.53%	159,375 $9.24 Billion
Q4 2023 Jan 22, 2024	BUY	$51.0 - $56.39 $20,298 - $22,443	398 Added 0.25%	160,228 $9.04 Billion
Q3 2023 Nov 06, 2023	SELL	$52.44 - $57.3 $340,492 - $372,048	-6,493 Reduced 3.9%	159,830 $8.44 Billion
Q2 2023 Jul 24, 2023	BUY	$51.46 - $55.92 $214,691 - $233,298	4,172 Added 2.57%	166,323 $8.95 Billion
Q1 2023 Apr 26, 2023	SELL	$50.27 - $56.2 $156,942 - $175,456	-3,122 Reduced 1.89%	162,151 $8.58 Billion
Q4 2022 Mar 28, 2023	BUY	$44.87 - $52.64 $7.42 Million - $8.7 Million	165,273 New	165,273 $8.34 Billion

Others Institutions Holding AVEM

# of Institutions

575

Shares Held

122M

Call Options Held

Put Options Held

View Full List

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

More about AVEM

Track This Portfolio

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.

Account

Werba Rubin Papier Wealth Management American Centy ETF Tr Avantis Transaction History