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 31,197 shares of AVUS stock, worth $2.97 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
31,197
Previous 32,371
3.63%
Holding current value
$2.97 Million
Previous $2.92 Billion
1.67%
% of portfolio
1.27%
Previous 1.38%
Shares
7 transactions
Others Institutions Holding AVUS
# of Institutions
382Shares Held
76.1MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX14.3MShares$1.36 Billion0.61% of portfolio
-
Oak Root LLC Santa Barbara, CA3.04MShares$290 Million36.58% of portfolio
-
American Century Companies Inc Kansas City, MO2.92MShares$279 Million0.17% of portfolio
-
Annex Advisory Services, LLC2.71MShares$259 Million8.98% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$215 Million9.89% of portfolio