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

Zrc Wealth Management, LLC

  • $278 Billion
  • Q3 2025

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 164,944 shares of AVDE stock, worth $13 Million. This represents 4.69% of its overall portfolio holdings.

Number of Shares
164,944
Previous 159,546 3.38%
Holding current value
$13 Million
Previous $11.8 Billion 10.17%
% of portfolio
4.69%
Previous 4.66%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$73.24 - $79.04 $395,349 - $426,657
5,398 Added 3.38%
164,944 $13 Billion
Q2 2025

Jul 08, 2025
BUY
$59.32 - $74.36 $47,930 - $60,082
808 Added 0.51%
159,546 $11.8 Billion
Q1 2025

Apr 09, 2025
BUY
$60.63 - $68.55 $9.62 Million - $10.9 Million
158,738 New
158,738 $10.5 Billion
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
527
Shares Held
90.3M
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
Track This Portfolio

Track Zrc Wealth Management, LLC Portfolio

Follow Zrc Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email