Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Xtrackers Msci Eafe High Div Y Transaction History

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

$3.85 Billion
Q1 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$23.77 - $25.96 $312,409 - $341,192	13,143 New	13,143 $320,000

Others Institutions Holding HDEF

# of Institutions

115

Shares Held

49.9M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

34.5M
Shares

$970 Million
0.18% of portfolio
Allworth Financial LP

1.82M
Shares

$51.2 Million
0.28% of portfolio
Wealth Enhancement Advisory Services, LLC

1.54M
Shares

$43.4 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

1.03M
Shares

$29 Million
0.0% of portfolio
Ubs Group Ag

852K
Shares

$24 Million
0.0% of portfolio

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