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 $969,856. This represents 0.4% of its overall portfolio holdings.
Number of Shares
14,311
Previous 14,257
0.38%
Holding current value
$969,856
Previous $896 Million
5.16%
% of portfolio
0.4%
Previous 0.42%
Shares
6 transactions
Others Institutions Holding AVLV
# of Institutions
287Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$522 Million1.11% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$136 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$120 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$113 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$110 Million0.03% of portfolio