Number of Shares
738,696.00
Current Holdings Value*
$48.95 Mil
% of Portfolio
10.65%
Total Estimate Gain
$18.49 Mil
% of Total Estimate Gain
43.50%

Werba Rubin Papier Wealth Management's Avantis International Equity ETF Holding Summary

As of 2025-03-31, Werba Rubin Papier Wealth Management held 738,696.00 shares of Avantis International Equity ETF(AVDE), totaling $48.95 Mil. This investment constitutes 10.65% of their stock portfolio, and Werba Rubin Papier Wealth Management now holds 0.8% of the outstanding Avantis International Equity ETF(AVDE) stock.

The initial trade took place in 2022Q4. And since then Werba Rubin Papier Wealth Management has made 6 purchases of AVDE, at an average price of $52.03, for a total of 816,884.00 shares. In addition, there have been 3 sales at an average price of $60.59 for 78,188.00 shares. Based on historical transaction data and AVDE's current price of $76.16, Werba Rubin Papier Wealth Management's estimated gain on his AVDE holdings is $18.49 Mil, reflecting a 43.50% gain to date.

Werba Rubin Papier Wealth Management AVDE ($76.16) Holding Chart

Werba Rubin Papier Wealth Management AVDE ($76.16) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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