Zrc Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Zrc Wealth Management, LLC
- $233 Billion
- Q3 2024
A detailed history of Zrc Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 63,014 shares of AVEM stock, worth $4.14 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
63,014
Previous 62,005
1.63%
Holding current value
$4.14 Million
Previous $3.79 Billion
7.47%
% of portfolio
1.75%
Previous 1.79%
Shares
7 transactions
Others Institutions Holding AVEM
# of Institutions
429Shares Held
86.5MCall Options Held
0Put Options Held
0-
Savant Capital, LLC14.2MShares$933 Million8.52% of portfolio
-
Envestnet Asset Management Inc8.16MShares$537 Million0.18% of portfolio
-
Morgan Stanley New York, NY3.1MShares$204 Million0.01% of portfolio
-
Haverford Trust CO Radnor, PA2.24MShares$147 Million1.44% of portfolio
-
Annex Advisory Services, LLC2.23MShares$147 Million5.0% of portfolio