Number of Shares
162,642.00
Current Holdings Value*
$9.79 Mil
% of Portfolio
2.13%
Total Estimate Gain
$3.58 Mil
% of Total Estimate Gain
39.40%

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

As of 2025-03-31, Werba Rubin Papier Wealth Management held 162,642.00 shares of Avantis Emerging Markets Equity ETF(AVEM), totaling $9.79 Mil. This investment constitutes 2.13% of their stock portfolio, and Werba Rubin Papier Wealth Management now holds 0.12% of the outstanding Avantis Emerging Markets Equity ETF(AVEM) stock.

The initial trade took place in 2022Q4. And since then Werba Rubin Papier Wealth Management has made 5 purchases of AVEM, at an average price of $49.37, for a total of 184,234.00 shares. In addition, there have been 4 sales at an average price of $57.13 for 21,592.00 shares. Based on historical transaction data and AVEM's current price of $70.37, Werba Rubin Papier Wealth Management's estimated gain on his AVEM holdings is $3.58 Mil, reflecting a 39.40% gain to date.

Werba Rubin Papier Wealth Management AVEM ($70.37) Holding Chart

Werba Rubin Papier Wealth Management AVEM ($70.37) 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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