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 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
Others Institutions Holding AVLV
# of Institutions
257Shares Held
50.8MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$457 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$129 Million5.62% of portfolio
-
Northwestern Mutual Wealth Management CO1.93MShares$127 Million0.12% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$112 Million3.07% of portfolio
-
Comerica Bank1.67MShares$110 Million0.44% of portfolio