Werba Rubin Papier Wealth Management New Holdings in Q3 2024

Werba Rubin Papier Wealth Management

  • $426 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHQ
Schwab Strategic Tr Long Term

ETFs
215K
New
$32.17 - $35.98 $6.92M - $7.74M
215K $7.52B
AVSF
American Centy ETF Tr Avantis

ETFs
88K
New
$45.96 - $47.18 $4.04M - $4.15M
88K $4.15B
IEF
Ishares Barclays

ETFs
13K
New
$92.67 - $99.14 $1.21M - $1.29M
13K $1.28B
AVSC
American Centy ETF Tr Avantis
18.3K
New
$49.07 - $56.13 $897K - $1.03M
18.3K $988M
American Centy ETF Tr
10.3K
New
N/A
10.3K $581M
AVES
American Centy ETF Tr Avantis

ETFs
9.62K
New
$46.0 - $52.55 $442K - $505K
9.62K $502M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.5K
New
$105.53 - $118.34 $264K - $296K
2.5K $292M
IWB
Ishares Tr Russell 1000 ETF

ETFs
879
New
$283.28 - $314.39 $249K - $276K
879 $276M
QCOM
Qualcomm Inc

Technology
1.46K
New
$156.12 - $209.64 $227K - $305K
1.46K $248M
O
Realty Income Corp

Real Estate
3.9K
New
$52.36 - $63.42 $204K - $247K
3.9K $247M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.5K
New
$60.13 - $68.17 $211K - $239K
3.5K $237M
LOW
Lowes Companies Inc

Consumer Cyclical
862
New
$213.3 - $270.78 $184K - $233K
862 $233M
WMT
Walmart Inc.

Consumer Defensive
2.89K
New
$66.91 - $81.4 $193K - $235K
2.89K $233M
VEA
Vanguard Ftse Developed Market

ETFs
4.3K
New
$47.6 - $53.31 $205K - $229K
4.3K $227M
DHI
Horton D R Inc

Consumer Cyclical
1.17K
New
$135.21 - $197.06 $158K - $231K
1.17K $224M
MS
Morgan Stanley

Financial Services
2.12K
New
$92.07 - $106.96 $195K - $227K
2.12K $221M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.49K
New
$56.47 - $63.69 $197K - $222K
3.49K $220M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.97K
New
$65.06 - $71.72 $193K - $213K
2.97K $211M
GS
Goldman Sachs Group Inc

Financial Services
425
New
$459.02 - $510.25 $195K - $217K
425 $211M
GIB
Cgi Inc

Technology
1.81K
New
$99.02 - $116.4 $179K - $210K
1.81K $208M
GWW
W.W. Grainger, Inc.

Industrials
197
New
$896.19 - $1044.18 $177K - $206K
197 $205M
PLD
Prologis, Inc.

Real Estate
1.61K
New
$111.95 - $132.43 $181K - $214K
1.61K $204M
VV
Vanguard Large Cap ETF

ETFs
773
New
$236.92 - $263.4 $183K - $204K
773 $204M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.25K
New
$136.93 - $162.81 $171K - $203K
1.25K $200M
ING
Ing Groep Nv

Financial Services
10.2K
New
$16.55 - $18.66 $169K - $190K
10.2K $185M
ASX
Ase Technology Holding Co., Ltd.

Technology
10.2K
New
$8.6 - $12.5 $87.7K - $128K
10.2K $99.6M
WIT
Wipro LTD

Technology
11K
New
$5.66 - $6.89 $62.3K - $75.9K
11K $71.4M
ABEV
Ambev S.A.

Consumer Defensive
26.3K
New
$2.04 - $2.44 $53.6K - $64.1K
26.3K $64.1M
Activity Summary
Buys All Purchases 138 New Holdings 29 Increased Positions 109 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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