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Company Main View
Name:
Werba Rubin Papier Wealth Management
City:
SAN JOSE
State:
CA
Zip:
95112
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$344,852,000
Total Value Change :
$50,254,000
Securities Held Change :
32
All Securities Held :
153
New Positions
:
34
Closed Positions
:
4
Increased Positions
:
59
Unchanged Positions
:
25
Decreased Positions
:
35
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
AVIG
Avantis Core Fixed Income Etf
152
Closed
$0.00
$0
0
0%
-284,000
-6,785
0
N/A
BCOV
Brightcove Inc
151
Closed
$2.09
$0
0
0%
-27,000
-10,541
0
Application Software
HSBC
HSBC Holdings plc (ADR)
154
Closed
$44.65
$0
0
0%
-226,000
-5,583
0
Foreign Money Center ...
CB
Chubb Ltd (ACE Ltd)
153
Closed
$270.82
$0
0
0%
-280,000
-1,237
0
Property & Casualty I...
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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