Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Invesco Exchange Traded Fd Tr Transaction History

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

$3.31 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 13, 2019	SELL	$124.17 - $163.24 $155,212 - $204,050	-1,250 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$153.28 - $168.16 $191,600 - $210,200	1,250 New	1,250 $202,000

Others Institutions Holding RFG

# of Institutions

108

Shares Held

2.02M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

218K
Shares

$10.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

187K
Shares

$9.03 Million
0.01% of portfolio
Twelve Points Wealth Management LLC

172K
Shares

$8.29 Million
3.29% of portfolio
Coldstream Capital Management Inc

127K
Shares

$6.13 Million
0.16% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

116K
Shares

$5.57 Million
1.03% of portfolio

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