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 527,225 shares of AVDV stock, worth $34.9 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
527,225
Previous 501,628 5.1%
Holding current value
$34.9 Million
Previous $35.5 Million 3.21%
% of portfolio
0.94%
Previous 1.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$63.85 - $70.4 $1.63 Million - $1.8 Million
25,597 Added 5.1%
527,225 $34.3 Million
Q3 2024

Oct 31, 2024
SELL
$62.52 - $71.12 $280,714 - $319,328
-4,490 Reduced 0.89%
501,628 $35.5 Million
Q2 2024

Aug 09, 2024
BUY
$63.81 - $68.36 $40,519 - $43,408
635 Added 0.13%
506,118 $32.9 Million
Q1 2024

May 06, 2024
BUY
$59.95 - $65.89 $1.39 Million - $1.53 Million
23,156 Added 4.8%
505,483 $33.3 Million
Q4 2023

Feb 06, 2024
BUY
$54.34 - $62.7 $1.28 Million - $1.48 Million
23,565 Added 5.14%
482,327 $30.1 Million
Q3 2023

Nov 02, 2023
BUY
$56.69 - $60.91 $1.43 Million - $1.54 Million
25,257 Added 5.83%
458,762 $26.5 Million
Q2 2023

Aug 11, 2023
BUY
$56.07 - $60.13 $2.28 Million - $2.45 Million
40,699 Added 10.36%
433,505 $25 Million
Q1 2023

May 09, 2023
BUY
$55.2 - $60.58 $2.35 Million - $2.58 Million
42,552 Added 12.15%
392,806 $23 Million
Q4 2022

Feb 07, 2023
BUY
$47.39 - $57.3 $4.78 Million - $5.78 Million
100,866 Added 40.45%
350,254 $19.4 Million
Q3 2022

Nov 02, 2022
BUY
$47.02 - $57.29 $94,886 - $115,611
2,018 Added 0.82%
249,388 $11.8 Million
Q2 2022

Aug 02, 2022
BUY
$52.51 - $63.48 $3.15 Million - $3.81 Million
59,975 Added 32.0%
247,370 $13.1 Million
Q1 2022

May 13, 2022
BUY
$57.89 - $66.21 $1.2 Million - $1.37 Million
20,656 Added 12.39%
187,395 $11.7 Million
Q4 2021

Feb 14, 2022
BUY
$61.47 - $67.38 $2.02 Million - $2.22 Million
32,902 Added 24.58%
166,739 $10.8 Million
Q3 2021

Nov 02, 2021
BUY
$62.22 - $67.58 $2.23 Million - $2.42 Million
35,784 Added 36.49%
133,837 $8.65 Million
Q2 2021

Aug 12, 2021
BUY
$63.07 - $67.81 $2.37 Million - $2.54 Million
37,515 Added 61.97%
98,053 $6.35 Million
Q1 2021

May 17, 2021
BUY
$56.74 - $63.41 $1.43 Million - $1.6 Million
25,176 Added 71.2%
60,538 $3.77 Million
Q4 2020

Feb 12, 2021
BUY
$45.82 - $57.32 $1.2 Million - $1.5 Million
26,210 Added 286.39%
35,362 $2.02 Million
Q3 2020

Nov 12, 2020
BUY
$44.42 - $48.81 $406,531 - $446,709
9,152 New
9,152 $433,000

Others Institutions Holding AVDV

# of Institutions
378
Shares Held
79.6M
Call Options Held
0
Put Options Held
200
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVDV Quotes by TradingView
  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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