Werba Rubin Papier Wealth Management American Centy ETF Tr Avantis Transaction History
Werba Rubin Papier Wealth Management
- $426 Billion
- Q3 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 159,468 shares of AVEM stock, worth $9.44 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
159,468
Previous 148,251
7.57%
Holding current value
$9.44 Million
Previous $9.06 Billion
13.75%
% of portfolio
2.42%
Previous 2.5%
Shares
8 transactions
Others Institutions Holding AVEM
# of Institutions
487Shares Held
106MCall Options Held
0Put Options Held
0-
Savant Capital, LLC16.6MShares$981 Million7.93% of portfolio
-
Envestnet Asset Management Inc13.8MShares$817 Million0.3% of portfolio
-
Morgan Stanley New York, NY4.36MShares$258 Million0.02% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX2.89MShares$171 Million0.55% of portfolio
-
Haverford Trust CO Radnor, PA2.25MShares$133 Million1.43% of portfolio