Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Listed Fds Tr Wahed Dow Jones Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.55 Billion
- Q3 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Listed Fds Tr Wahed Dow Jones stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 49,153 shares of UMMA stock, worth $1.18 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
49,153
Previous 45,593
7.81%
Holding current value
$1.18 Million
Previous $1.13 Million
11.07%
% of portfolio
0.04%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding UMMA
# of Institutions
22Shares Held
390KCall Options Held
0Put Options Held
0-
Rfg Advisory, LLC Birmingham, AL125KShares$3 Million0.1% of portfolio
-
Envestnet Asset Management Inc47.1KShares$1.13 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC39.5KShares$947,4370.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO39.2KShares$941,5110.0% of portfolio
-
Jane Street Group, LLC New York, NY15.2KShares$364,6710.0% of portfolio