Werba Rubin Papier Wealth Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Werba Rubin Papier Wealth Management’s Portfolio AVIV Stock Details AVIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.69M	Buy	+35,945	New	+$2.72M	0.37%	45
2025 Q4	–	Sell	-41,917	Closed	-$2.83M	–	245
2025 Q3	$2.83M	Sell	41,917 -1,610	-4%	-$104K	0.46%	37
2025 Q2	$2.71M	Sell	43,527 -1,720	-4%	-$102K	0.51%	34
2025 Q1	$2.56M	Buy	45,247 +2,954	+7%	+$163K	0.56%	34
2024 Q4	$2.19M	Sell	42,293 -336	-0.8%	-$18.1K	0.52%	36
2024 Q3	$2.39M	Buy	42,629 +34,772	+443%	+$1.87M	0.56%	33
2024 Q2	$412K	Buy	7,857 +15	+0.2%	+$809	0.11%	100
2024 Q1	$424K	Hold	7,842	–	–	0.12%	86
2023 Q4	$404K	Buy	7,842 +162	+2%	+$7.88K	0.14%	66
2023 Q3	$370K	Buy	7,680 +33	+0.4%	+$1.62K	0.13%	76
2023 Q2	$372K	Sell	7,647 -258	-3%	-$12.5K	0.13%	71
2023 Q1	$381K	Hold	7,905	–	–	0.15%	67
2022 Q4	$357K	Buy	+7,905	New	+$340K	0.15%	67

Other funds holding AVIV

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return