Empirical Financial Services, LLC D.B.A. Empirical Wealth Management First Tr Pfd Secs & Income ETF Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $4.37 Billion
- Q2 2025
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 1,117,589 shares of FPE stock, worth $20 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
1,117,589
Previous 1,075,906
3.87%
Holding current value
$20 Million
Previous $18.9 Million
5.11%
% of portfolio
0.46%
Previous 0.49%
Shares
34 transactions
Others Institutions Holding FPE
# of Institutions
486Shares Held
230MCall Options Held
0Put Options Held
3.11K-
Morgan Stanley New York, NY52.3MShares$935 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A617.3MShares$309 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA15MShares$269 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.4MShares$257 Million0.1% of portfolio
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Ubs Group Ag9.93MShares$178 Million0.03% of portfolio