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 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
Others Institutions Holding AVLV
# of Institutions
284Shares Held
57.4MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$518 Million1.14% of portfolio
-
Merriman Wealth Management, LLC2.01MShares$135 Million5.61% of portfolio
-
Envestnet Asset Management Inc1.77MShares$119 Million0.04% of portfolio
-
Pure Financial Advisors, LLC1.67MShares$112 Million2.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.62MShares$109 Million0.03% of portfolio