Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Proshares Tr Russell 2000 Divi Transaction History

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

$3.55 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	BUY	$56.51 - $65.53 $2,825 - $3,276	50 Added 1.29%	3,932 $231,000
Q1 2022 May 13, 2022	SELL	$62.49 - $67.68 $249,960 - $270,720	-4,000 Reduced 50.75%	3,882 $251,000
Q2 2021 Aug 12, 2021	BUY	$63.47 - $67.98 $500,270 - $535,818	7,882 New	7,882 $502,000

Others Institutions Holding SMDV

# of Institutions

139

Shares Held

5.81M

Call Options Held

4.2K

Put Options Held

Morgan Stanley New York, NY

1.14M
Shares

$81.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

455K
Shares

$32.6 Million
0.01% of portfolio
Capital Investment Advisors, LLC

438K
Shares

$31.4 Million
0.63% of portfolio
Ubs Group Ag

415K
Shares

$29.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

280K
Shares

$20 Million
0.0% of portfolio

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