Zrc Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Zrc Wealth Management, LLC
- $278 Billion
- Q3 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 164,944 shares of AVDE stock, worth $13.2 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
164,944
Previous 159,546
3.38%
Holding current value
$13.2 Million
Previous $11.8 Billion
10.17%
% of portfolio
4.69%
Previous 4.66%
Shares
10 transactions
Others Institutions Holding AVDE
# of Institutions
546Shares Held
109MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN4.93MShares$396 Million0.09% of portfolio
-
Wealth Enhancement Advisory Services, LLC4.9MShares$393 Million0.63% of portfolio
-
Envestnet Asset Management Inc4.07MShares$327 Million0.1% of portfolio
-
American Century Companies Inc Kansas City, MO3.67MShares$295 Million0.15% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.61MShares$289 Million0.46% of portfolio