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

Zrc Wealth Management, LLC

$237 Billion
Q4 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 269,186 shares of AVEM stock, worth $16.3 Million. This represents 7.41% of its overall portfolio holdings.

Number of Shares

269,186

Previous 63,014 327.18%

Holding current value

$16.3 Million

Previous $4.07 Billion 330.69%

% of portfolio

7.41%

Previous 1.75%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$58.59 - $66.14 $12.1 Million - $13.6 Million	206,172 Added 327.18%	269,186 $17.5 Billion
Q3 2024 Oct 04, 2024	BUY	$57.2 - $65.59 $57,714 - $66,180	1,009 Added 1.63%	63,014 $4.07 Billion
Q2 2024 Jul 08, 2024	BUY	$56.42 - $62.42 $96,252 - $106,488	1,706 Added 2.83%	62,005 $3.79 Billion
Q1 2024 Apr 19, 2024	BUY	$53.02 - $58.54 $75,447 - $83,302	1,423 Added 2.42%	60,299 $3.49 Billion
Q4 2023 Jan 16, 2024	SELL	$51.0 - $56.39 $3,570 - $3,947	-70 Reduced 0.12%	58,876 $3.11 Billion
Q3 2023 Oct 10, 2023	BUY	$52.44 - $57.3 $8,705 - $9,511	166 Added 0.28%	58,946 $3.11 Billion
Q2 2023 Jul 06, 2023	BUY	$51.46 - $55.92 $23,105 - $25,108	449 Added 0.77%	58,780 $3.16 Billion
Q1 2023 May 04, 2023	BUY	$50.27 - $56.2 $2.93 Million - $3.28 Million	58,331 New	58,331 $3.09 Billion

Others Institutions Holding AVEM

# of Institutions

537

Shares Held

121M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVEM
Sector ETFs
Industry ETFs

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