Empirical Financial Services, LLC D.B.A. Empirical Wealth Management First Tr ETF Iii Instl Pfd Sec Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.37 Billion
- Q2 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 82,019 shares of FPEI stock, worth $1.56 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
82,019
Previous 86,879
5.59%
Holding current value
$1.56 Million
Previous $1.58 Million
4.8%
% of portfolio
0.04%
Previous 0.05%
Shares
18 transactions
Others Institutions Holding FPEI
# of Institutions
169Shares Held
51.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.6MShares$221 Million0.02% of portfolio
-
Ubs Group Ag7.37MShares$140 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.52MShares$86 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A63.08MShares$58.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.84MShares$53.9 Million0.03% of portfolio