Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Strategy Shs Transaction History

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

$3.55 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$19.94 - $24.21 $214,394 - $260,305	-10,752 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$22.88 - $26.0 $246,005 - $279,552	10,752 New	10,752 $260,000

Others Institutions Holding HNDL

# of Institutions

121

Shares Held

4.16M

Call Options Held

22K

Put Options Held

1.4K

Lpl Financial LLC Fort Mill, SC

818K
Shares

$18 Million
0.01% of portfolio
Kades & Cheifetz LLC Berwyn, PA

459K
Shares

$10.1 Million
5.85% of portfolio
Cambridge Investment Research Advisors, Inc.

370K
Shares

$8.13 Million
0.03% of portfolio
Berger Financial Group, Inc Plymouth, MN

223K
Shares

$4.9 Million
0.42% of portfolio
International Assets Investment Management, LLC Orlando, FL

164K
Shares

$3.62 Million
0.02% of portfolio

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