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
- $4.91 Billion
- Q3 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 361,072 shares of AVUV stock, worth $35.2 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
361,072
Previous 329,958
9.43%
Holding current value
$35.2 Million
Previous $30.1 Million
19.55%
% of portfolio
0.73%
Previous 0.69%
Shares
10 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio