Number of Shares
113,738.00
Current Holdings Value*
$5.32 Mil
% of Portfolio
1.16%
Total Estimate Gain
$35,655.37
% of Total Estimate Gain
0.67%

Werba Rubin Papier Wealth Management's Avantis Short-Term Fixed Income ETF Holding Summary

As of 2025-03-31, Werba Rubin Papier Wealth Management held 113,738.00 shares of Avantis Short-Term Fixed Income ETF(AVSF), totaling $5.32 Mil. This investment constitutes 1.16% of their stock portfolio, and Werba Rubin Papier Wealth Management now holds 0.88% of the outstanding Avantis Short-Term Fixed Income ETF(AVSF) stock.

The initial trade took place in 2024Q3. And since then Werba Rubin Papier Wealth Management has made 3 purchases of AVSF, at an average price of $46.62, for a total of 113,738.00 shares. Based on historical transaction data and AVSF's current price of $46.94, Werba Rubin Papier Wealth Management's estimated gain on his AVSF holdings is $35,655.37, reflecting a 0.67% gain to date.

Werba Rubin Papier Wealth Management AVSF ($46.94) Holding Chart

Werba Rubin Papier Wealth Management AVSF ($46.94) 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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