Werba Rubin Papier Wealth Management AVDV Holdings History
Werba Rubin Papier Wealth Management's Avantis International Small Cap Value ETF Holding Summary
As of 2025-03-31, Werba Rubin Papier Wealth Management held 292,061.00 shares of Avantis International Small Cap Value ETF(AVDV), totaling $20.37 Mil. This investment constitutes 4.43% of their stock portfolio, and Werba Rubin Papier Wealth Management now holds 0.26% of the outstanding Avantis International Small Cap Value ETF(AVDV) stock.
The initial trade took place in 2022Q4. And since then Werba Rubin Papier Wealth Management has made 5 purchases of AVDV, at an average price of $54.25, for a total of 328,438.00 shares. In addition, there have been 4 sales at an average price of $60.79 for 36,377.00 shares. Based on historical transaction data and AVDV's current price of $81.57, Werba Rubin Papier Wealth Management's estimated gain on his AVDV holdings is $8.22 Mil, reflecting a 46.12% gain to date.
Werba Rubin Papier Wealth Management AVDV ($81.57) Holding Chart
Werba Rubin Papier Wealth Management AVDV ($81.57) 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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