Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Wisdomtree Tr Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.65 Billion
- Q4 2024
Shares
12 transactions
Others Institutions Holding DTH
# of Institutions
83Shares Held
5.56MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.38MShares$53.8 Million0.0% of portfolio
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Morgan Stanley New York, NY649KShares$25.3 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC585KShares$22.8 Million0.01% of portfolio
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Vertex Planning Partners, LLC Downers Grove, IL330KShares$12.9 Million3.27% of portfolio
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Mariner, LLC Overland Park, KS192KShares$7.48 Million0.01% of portfolio