Werba Rubin Papier Wealth Management AVUS Holdings History
Werba Rubin Papier Wealth Management's Avantis U.S. Equity ETF Holding Summary
As of 2025-03-31, Werba Rubin Papier Wealth Management held 621,795.00 shares of Avantis U.S. Equity ETF(AVUS), totaling $57.44 Mil. This investment constitutes 12.49% of their stock portfolio, and Werba Rubin Papier Wealth Management now holds 0.75% of the outstanding Avantis U.S. Equity ETF(AVUS) stock.
The initial trade took place in 2022Q4. And since then Werba Rubin Papier Wealth Management has made 6 purchases of AVUS, at an average price of $70.45, for a total of 671,559.00 shares. In addition, there have been 3 sales at an average price of $75.52 for 49,764.00 shares. Based on historical transaction data and AVUS's current price of $102.86, Werba Rubin Papier Wealth Management's estimated gain on his AVUS holdings is $20.41 Mil, reflecting a 43.13% gain to date.
Werba Rubin Papier Wealth Management AVUS ($102.86) Holding Chart
Werba Rubin Papier Wealth Management AVUS ($102.86) 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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