Werba Rubin Papier Wealth Management AVUV Holdings History
Werba Rubin Papier Wealth Management's Avantis U.S. Small Cap Value ETF Holding Summary
As of 2025-03-31, Werba Rubin Papier Wealth Management held 453,260.00 shares of Avantis U.S. Small Cap Value ETF(AVUV), totaling $39.51 Mil. This investment constitutes 8.59% of their stock portfolio, and Werba Rubin Papier Wealth Management now holds 0.27% of the outstanding Avantis U.S. Small Cap Value ETF(AVUV) stock.
The initial trade took place in 2022Q4. And since then Werba Rubin Papier Wealth Management has made 3 purchases of AVUV, at an average price of $75.25, for a total of 536,622.00 shares. In addition, there have been 6 sales at an average price of $82.94 for 83,362.00 shares. Based on historical transaction data and AVUV's current price of $95.06, Werba Rubin Papier Wealth Management's estimated gain on his AVUV holdings is $9.62 Mil, reflecting a 23.83% gain to date.
Werba Rubin Papier Wealth Management AVUV ($95.06) Holding Chart
Werba Rubin Papier Wealth Management AVUV ($95.06) 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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