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 142,318 shares of AVDE stock, worth $8.78 Million. This represents 4.09% of its overall portfolio holdings.

Number of Shares

142,318

Previous 141,256 0.75%

Holding current value

$8.78 Million

Previous $8.79 Billion 8.47%

% of portfolio

4.09%

Previous 4.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

359

Shares Held

67M

Call Options Held

Put Options Held

View Full List

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