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 20,654 shares of AVLV stock, worth $1.35 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
20,654
Previous 23,212 11.02%
Holding current value
$1.35 Million
Previous $1.49 Billion 12.99%
% of portfolio
0.36%
Previous 0.43%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$60.74 - $64.14 $155,372 - $164,070
-2,558 Reduced 11.02%
20,654 $1.3 Billion
Q1 2024

Apr 30, 2024

BUY
$56.46 - $64.26 $334,581 - $380,804
5,926 Added 34.28%
23,212 $1.49 Billion
Q4 2023

Jan 22, 2024

SELL
$49.96 - $58.08 $43,864 - $50,994
-878 Reduced 4.83%
17,286 $998 Million
Q3 2023

Nov 06, 2023

BUY
$52.22 - $56.04 $179,062 - $192,161
3,429 Added 23.27%
18,164 $957 Million
Q1 2023

Apr 26, 2023

BUY
$48.59 - $54.44 $19,290 - $21,612
397 Added 2.77%
14,735 $753 Million
Q4 2022

Mar 28, 2023

BUY
$45.92 - $53.52 $658,400 - $767,369
14,338 New
14,338 $720 Million

Others Institutions Holding AVLV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
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