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 184,010 shares of AVUV stock, worth $16.2 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
184,010
Previous 154,238
19.3%
Holding current value
$16.2 Million
Previous $13.9 Million
24.5%
% of portfolio
0.52%
Previous 0.46%
Shares
4 transactions
Others Institutions Holding AVUV
# of Institutions
637Shares Held
80.8MCall Options Held
24.4KPut Options Held
9K-
Creative Planning Overland Park, KS5.3MShares$468 Million0.55% of portfolio
-
Merriman Wealth Management, LLC3.57MShares$315 Million15.48% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.72MShares$240 Million0.14% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.72MShares$240 Million17.62% of portfolio
-
Morgan Stanley New York, NY2.57MShares$227 Million0.02% of portfolio