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 $21.6 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
265,788
Previous 236,445
12.41%
Holding current value
$21.6 Million
Previous $22.7 Million
13.09%
% of portfolio
0.7%
Previous 0.64%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
839Shares Held
112MCall Options Held
7.5KPut Options Held
13K-
Creative Planning Overland Park, KS7.99MShares$650 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.14MShares$337 Million0.17% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$286 Million14.79% of portfolio
-
Morgan Stanley New York, NY3.46MShares$282 Million0.02% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.69MShares$219 Million15.25% of portfolio