Zrc Wealth Management, LLC American Centy ETF Tr Avantis Transaction History

Zrc Wealth Management, LLC

  • $200 Billion
  • Q1 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 136,686 shares of AVDE stock, worth $8.67 Million. This represents 4.35% of its overall portfolio holdings.

Number of Shares
136,686
Previous 131,816 3.69%
Holding current value
$8.67 Million
Previous $7.34 Billion 18.71%
% of portfolio
4.35%
Previous 4.4%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$58.3 - $63.83 $283,921 - $310,852
4,870 Added 3.69%
136,686 $8.71 Billion
Q4 2023

Jan 16, 2024
BUY
$52.98 - $60.62 $17,324 - $19,822
327 Added 0.25%
131,816 $7.34 Billion
Q3 2023

Oct 10, 2023
BUY
$55.54 - $59.61 $315,133 - $338,227
5,674 Added 4.51%
131,489 $7.32 Billion
Q2 2023

Jul 06, 2023
BUY
$55.68 - $59.23 $156,405 - $166,377
2,809 Added 2.28%
125,815 $7.22 Billion
Q1 2023

May 04, 2023
BUY
$53.37 - $58.39 $6.56 Million - $7.18 Million
123,006 New
123,006 $7.02 Billion

Others Institutions Holding AVDE

# of Institutions
327
Shares Held
55.2M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDE Quotes by TradingView
  • Ticker AVDE
  • Sector ETFs
  • Industry ETFs
More about AVDE
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