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 14,311 shares of AVLV stock, worth $1 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
14,311
Previous 14,257
0.38%
Holding current value
$1 Million
Previous $896 Million
5.16%
% of portfolio
0.4%
Previous 0.42%
Shares
6 transactions
Others Institutions Holding AVLV
# of Institutions
294Shares Held
57.7MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$539 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$141 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$124 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$113 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.61MShares$113 Million0.09% of portfolio