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 60,299 shares of AVEM stock, worth $3.77 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
60,299
Previous 58,876
2.42%
Holding current value
$3.77 Million
Previous $3.11 Billion
12.45%
% of portfolio
1.75%
Previous 1.86%
Shares
5 transactions
Others Institutions Holding AVEM
# of Institutions
389Shares Held
78.2MCall Options Held
0Put Options Held
10.4K-
Savant Capital, LLC13.2MShares$824 Million8.85% of portfolio
-
Envestnet Asset Management Inc7.36MShares$460 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.61MShares$163 Million0.01% of portfolio
-
Annex Advisory Services, LLC2.31MShares$144 Million4.87% of portfolio
-
Haverford Trust CO Radnor, PA2.23MShares$139 Million1.35% of portfolio