Empirical Financial Services, LLC D.B.A. Empirical Wealth Management First Tr Large Cap Core Alphde Transaction History

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

$3.31 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$74.38 - $89.47 $168,842 - $203,096	-2,270 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$85.05 - $92.98 $193,063 - $211,064	2,270 New	2,270 $210,000

Others Institutions Holding FEX

# of Institutions

208

Shares Held

7.13M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.05M
Shares

$102 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

813K
Shares

$78.7 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

480K
Shares

$46.4 Million
0.01% of portfolio
Janney Montgomery Scott LLC

471K
Shares

$45.6 Million
0.14% of portfolio
Ubs Group Ag

260K
Shares

$25.2 Million
0.01% of portfolio

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