Empirical Financial Services, LLC D.B.A. Empirical Wealth Management First Tr Exchange Traded Iv Transaction History

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

$3.55 Billion
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 13, 2019	SELL	$20.55 - $23.79 $221,220 - $256,099	-10,765 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	$23.11 - $24.49 $2,311 - $2,449	-100 Reduced 0.92%	10,765 $253,000
Q2 2018 Aug 13, 2018	BUY	$21.69 - $23.22 $1,735 - $1,857	80 Added 0.74%	10,865 $252,000
Q1 2018 May 14, 2018	BUY	$21.49 - $24.98 $46,096 - $53,582	2,145 Added 24.83%	10,785 $236,000
Q1 2018 May 14, 2018	SELL	$21.49 - $24.98 $3,008 - $3,497	-140 Reduced 1.59%	8,640 $236,000
Q4 2017 Feb 12, 2018	SELL	$24.11 - $25.27 $6,027 - $6,317	-250 Reduced 2.77%	8,780 $216,000
Q3 2017 Nov 13, 2017	BUY	$24.74 - $24.92 $223,402 - $225,027	9,030	9,030 $224,000

Others Institutions Holding EMLP

# of Institutions

336

Shares Held

68.4M

Call Options Held

3.6K

Put Options Held

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