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

Zrc Wealth Management, LLC

$282 Billion
Q4 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 15,671 shares of AVLV stock, worth $1.14 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

15,671

Previous 15,683 0.08%

Holding current value

$1.14 Million

Previous $1.13 Billion 4.78%

% of portfolio

0.42%

Previous 0.41%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	SELL	$70.14 - $73.74 $841 - $884	-12 Reduced 0.08%	15,671 $1.19 Billion
Q3 2025 Oct 14, 2025	BUY	$68.33 - $72.69 $2,459 - $2,616	36 Added 0.23%	15,683 $1.13 Billion
Q2 2025 Jul 08, 2025	BUY	$56.85 - $68.21 $97,156 - $116,570	1,709 Added 12.26%	15,647 $1.07 Billion
Q1 2025 Apr 09, 2025	BUY	$63.51 - $70.42 $885,202 - $981,513	13,938 New	13,938 $909 Million
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

# of Institutions

428

Shares Held

110M

Call Options Held

Put Options Held

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVLV

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