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 603,504 shares of AVUS stock, worth $60.2 Million. This represents 13.47% of its overall portfolio holdings.
Number of Shares
603,504
Previous 566,249
6.58%
Holding current value
$60.2 Million
Previous $51.1 Billion
12.44%
% of portfolio
13.47%
Previous 14.1%
Shares
8 transactions
Others Institutions Holding AVUS
# of Institutions
399Shares Held
63MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC3.39MShares$338 Million11.71% of portfolio
-
American Century Companies Inc Kansas City, MO3.11MShares$310 Million0.18% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$303 Million36.46% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$225 Million9.89% of portfolio
-
Envestnet Asset Management Inc1.7MShares$170 Million0.05% of portfolio