Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Bloomberg Emerging Market Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.31 Billion
Q1 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2018 Nov 13, 2018	SELL	N/A	-9,120 Closed	0 $0
Q2 2018 Aug 13, 2018	SELL	N/A	-3,624 Reduced 28.44%	9,120 $246,000
Q1 2018 May 14, 2018	BUY	N/A	602 Added 4.96%	12,744 $387,000
Q1 2018 May 14, 2018	BUY	N/A	1,551 Added 14.64%	12,142 $387,000
Q4 2017 Feb 12, 2018	BUY	N/A	425 Added 4.18%	10,591 $314,000

Q3 2017 Nov 13, 2017	SELL	N/A	-75 Reduced 0.73%	10,166 $304,000
Q2 2017 Aug 10, 2017	BUY	N/A	10,241	10,241 $297,000

Others Institutions Holding EBND

# of Institutions

194

Shares Held

91.4M

Call Options Held

Put Options Held

Charles Schwab Investment Advisory, Inc. San Francisco, CA

48.8M
Shares

$979 Million
1.37% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

17.9M
Shares

$359 Million
1.37% of portfolio
Personal Capital Advisors Corp

4.5M
Shares

$90.3 Million
0.45% of portfolio
Sei Investments CO Oaks, PA

2.81M
Shares

$56.4 Million
0.09% of portfolio
State Street Corp Boston, MA

2.8M
Shares

$56.2 Million
0.0% of portfolio

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