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
- $3.65 Billion
- Q4 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 265,788 shares of AVUV stock, worth $23.1 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
265,788
Previous 236,445
12.41%
Holding current value
$23.1 Million
Previous $22.7 Million
13.09%
% of portfolio
0.7%
Previous 0.64%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
840Shares Held
111MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$695 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$360 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$306 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$301 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$234 Million15.25% of portfolio