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

Zrc Wealth Management, LLC

$253 Billion
Q2 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 159,546 shares of AVDE stock, worth $12.2 Million. This represents 4.66% of its overall portfolio holdings.

Number of Shares

159,546

Previous 158,738 0.51%

Holding current value

$12.2 Million

Previous $10.5 Billion 12.27%

% of portfolio

4.66%

Previous 4.55%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

510

Shares Held

86.8M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVDE
Sector ETFs
Industry ETFs

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