Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Wisdomtree Tr Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.31 Billion
- Q1 2024
Shares
12 transactions
Others Institutions Holding DTH
# of Institutions
83Shares Held
5.83MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.42MShares$55.5 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC597KShares$23.4 Million0.01% of portfolio
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Morgan Stanley New York, NY568KShares$22.3 Million0.0% of portfolio
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Vertex Planning Partners, LLC Downers Grove, IL345KShares$13.5 Million3.79% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA204KShares$8.01 Million0.09% of portfolio