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

  • $3.85 Billion
  • Q1 2025

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 293,428 shares of AVUV stock, worth $26.2 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
293,428
Previous 265,788 10.4%
Holding current value
$26.2 Million
Previous $25.7 Million 0.3%
% of portfolio
0.66%
Previous 0.7%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$84.95 - $100.62 $2.35 Million - $2.78 Million
27,640 Added 10.4%
293,428 $25.6 Million
Q4 2024

Jan 21, 2025
BUY
$94.37 - $106.41 $2.77 Million - $3.12 Million
29,343 Added 12.41%
265,788 $25.7 Million
Q3 2024

Oct 31, 2024
BUY
$88.24 - $99.7 $2.07 Million - $2.34 Million
23,512 Added 11.04%
236,445 $22.7 Million
Q2 2024

Aug 09, 2024
BUY
$86.93 - $93.77 $2.51 Million - $2.71 Million
28,923 Added 15.72%
212,933 $19.1 Million
Q1 2024

May 06, 2024
BUY
$84.87 - $93.71 $2.53 Million - $2.79 Million
29,772 Added 19.3%
184,010 $17.2 Million
Q4 2023

Feb 06, 2024
BUY
$73.38 - $91.25 $2.46 Million - $3.06 Million
33,498 Added 27.74%
154,238 $13.9 Million
Q3 2023

Nov 02, 2023
BUY
$75.9 - $84.23 $3.05 Million - $3.38 Million
40,122 Added 49.77%
120,740 $9.41 Million
Q2 2023

Aug 11, 2023
BUY
$69.33 - $77.71 $5.59 Million - $6.26 Million
80,618 New
80,618 $6.26 Million

Others Institutions Holding AVUV

# of Institutions
867
Shares Held
120M
Call Options Held
20.2K
Put Options Held
10.8K
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVUV Quotes by TradingView
  • Ticker AVUV
  • Sector ETFs
  • Industry ETFs
More about AVUV
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email