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

$3.55 Billion
Q3 2024

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

Shares Held

48.2M

Call Options Held

200

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

34.6M
Shares

$855 Million
0.18% of portfolio
Allworth Financial LP

1.67M
Shares

$41.1 Million
0.28% of portfolio
Wealth Enhancement Advisory Services, LLC

1.38M
Shares

$34 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

976K
Shares

$24.1 Million
0.0% of portfolio
Ubs Group Ag

880K
Shares

$21.7 Million
0.01% of portfolio

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