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 $962,414. This represents 0.4% of its overall portfolio holdings.

Number of Shares
14,311
Previous 14,257 0.38%
Holding current value
$962,414
Previous $896 Million 5.16%
% of portfolio
0.4%
Previous 0.42%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

BUY
$60.05 - $65.83 $3,242 - $3,554
54 Added 0.38%
14,311 $942 Million
Q2 2024

Jul 08, 2024

SELL
$60.74 - $64.14 $39,420 - $41,626
-649 Reduced 4.35%
14,257 $896 Million
Q1 2024

Apr 19, 2024

SELL
$56.46 - $64.26 $46,410 - $52,821
-822 Reduced 5.23%
14,906 $958 Million
Q3 2023

Oct 10, 2023

BUY
$52.22 - $56.04 $2,402 - $2,577
46 Added 0.29%
15,728 $829 Million
Q2 2023

Jul 06, 2023

BUY
$49.22 - $53.35 $2,214 - $2,400
45 Added 0.29%
15,682 $837 Million
Q1 2023

May 04, 2023

BUY
$48.59 - $54.44 $759,801 - $851,278
15,637 New
15,637 $799 Million

Others Institutions Holding AVLV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVLV
More about AVLV
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