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

Zrc Wealth Management, LLC

$237 Billion
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 04, 2024	BUY	$60.09 - $67.67 $63,815 - $71,865	1,062 Added 0.75%	142,318 $9.54 Billion
Q2 2024 Jul 08, 2024	BUY	$61.17 - $65.29 $279,546 - $298,375	4,570 Added 3.34%	141,256 $8.79 Billion
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

380

Shares Held

74.9M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

6.12M
Shares

$391 Million
1.17% of portfolio
Annex Advisory Services, LLC

4.94M
Shares

$315 Million
10.24% of portfolio
Wealth Enhancement Advisory Services, LLC

4.56M
Shares

$291 Million
0.61% of portfolio
Ci Private Wealth, LLC Miami, FL

2.93M
Shares

$187 Million
0.28% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

2.66M
Shares

$170 Million
17.59% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
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