Empirical Financial Services, LLC D.B.A. Empirical Wealth Management American Centy ETF Tr Avantis Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.31 Billion
- Q1 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 505,483 shares of AVDV stock, worth $33.5 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
505,483
Previous 482,327
4.8%
Holding current value
$33.5 Million
Previous $30.1 Million
10.45%
% of portfolio
1.01%
Previous 1.0%
Shares
15 transactions
Others Institutions Holding AVDV
# of Institutions
334Shares Held
70.2MCall Options Held
1.1KPut Options Held
0-
Jones Financial Companies Lllp16.5MShares$1.09 Billion1.48% of portfolio
-
Savant Capital, LLC7.32MShares$485 Million5.58% of portfolio
-
Creative Planning Overland Park, KS5.57MShares$369 Million0.41% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.31MShares$153 Million10.5% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.26MShares$150 Million1.69% of portfolio