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	SELL	$86.27 - $95.15 $101,280 - $111,706	-1,174 Reduced 3.63%	31,197 $2.97 Billion
Q2 2024 Jul 08, 2024	BUY	$84.59 - $90.63 $91,441 - $97,971	1,081 Added 3.45%	32,371 $2.92 Billion
Q1 2024 Apr 19, 2024	BUY	$79.93 - $89.5 $19,183 - $21,480	240 Added 0.77%	31,290 $2.8 Billion
Q4 2023 Jan 16, 2024	SELL	$69.78 - $82.0 $8,373 - $9,840	-120 Reduced 0.38%	31,050 $2.27 Billion
Q3 2023 Oct 10, 2023	BUY	$72.72 - $78.49 $27,124 - $29,276	373 Added 1.21%	31,170 $2.28 Billion
Q2 2023 Jul 06, 2023	BUY	$68.92 - $75.19 $39,077 - $42,632	567 Added 1.88%	30,797 $2.32 Billion
Q1 2023 May 04, 2023	BUY	$67.42 - $74.29 $2.04 Million - $2.25 Million	30,230 New	30,230 $2.14 Billion

Others Institutions Holding AVUS

# of Institutions

411

Shares Held

85.4M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

20M
Shares

$2.02 Billion
3.83% of portfolio
Annex Advisory Services, LLC

3.56M
Shares

$360 Million
11.68% of portfolio
American Century Companies Inc Kansas City, MO

3.11M
Shares

$314 Million
0.18% of portfolio
Oak Root LLC Santa Barbara, CA

3.04M
Shares

$307 Million
38.32% of portfolio
Wipfli Financial Advisors Llc,

2.26M
Shares

$228 Million
9.89% of portfolio

About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUS
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