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

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

$3.65 Billion
Q4 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

4.18M

Call Options Held

Put Options Held

3.7K

Lpl Financial LLC Fort Mill, SC

790K
Shares

$16.6 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

455K
Shares

$9.55 Million
0.02% of portfolio
Kades & Cheifetz LLC Berwyn, PA

452K
Shares

$9.49 Million
4.93% of portfolio
Cambridge Investment Research Advisors, Inc.

371K
Shares

$7.78 Million
0.03% of portfolio
Private Advisor Group, LLC

134K
Shares

$2.82 Million
0.02% of portfolio

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