Zrc Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Zrc Wealth Management, LLC
- $211 Billion
- Q2 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 14,257 shares of AVLV stock, worth $911,735. This represents 0.42% of its overall portfolio holdings.
Number of Shares
14,257
Previous 14,906
4.35%
Holding current value
$911,735
Previous $958 Million
6.47%
% of portfolio
0.42%
Previous 0.48%
Shares
5 transactions
Others Institutions Holding AVLV
# of Institutions
226Shares Held
39.6MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC6.97MShares$446 Million1.09% of portfolio
-
Merriman Wealth Management, LLC1.95MShares$125 Million5.79% of portfolio
-
Pure Financial Advisors, LLC1.72MShares$110 Million3.07% of portfolio
-
Alesco Advisors LLC Pittsford, NY1.36MShares$86.7 Million2.86% of portfolio
-
Northwestern Mutual Wealth Management CO1.35MShares$86.1 Million0.09% of portfolio