Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Wisdomtree Tr Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $4.37 Billion
- Q2 2025
Shares
12 transactions
Others Institutions Holding DTH
# of Institutions
100Shares Held
5.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.45MShares$68.9 Million0.01% of portfolio
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Morgan Stanley New York, NY741KShares$35.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC600KShares$28.6 Million0.01% of portfolio
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Mariner, LLC Overland Park, KS231KShares$11 Million0.02% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA161KShares$7.68 Million0.08% of portfolio