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 31,290 shares of AVUS stock, worth $2.85 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
31,290
Previous 31,050
0.77%
Holding current value
$2.85 Million
Previous $2.27 Billion
23.11%
% of portfolio
1.4%
Previous 1.36%
Shares
5 transactions
Others Institutions Holding AVUS
# of Institutions
365Shares Held
60.6MCall Options Held
0Put Options Held
0-
Oak Root LLC Santa Barbara, CA2.98MShares$272 Million36.76% of portfolio
-
American Century Companies Inc Kansas City, MO2.76MShares$252 Million0.16% of portfolio
-
Annex Advisory Services, LLC2.59MShares$236 Million8.44% of portfolio
-
Wipfli Financial Advisors Llc,2.26MShares$206 Million9.89% of portfolio
-
Allworth Financial LP2.25MShares$205 Million1.44% of portfolio