Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Listed Fds Tr Wahed Dow Jones Call Options Transaction History

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

$3.55 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UMMA

# of Institutions

Shares Held

368K

Call Options Held

Put Options Held

Rfg Advisory, LLC Birmingham, AL

125K
Shares

$3.07 Million
0.1% of portfolio
Wealth Enhancement Advisory Services, LLC

39.5K
Shares

$969,553
0.0% of portfolio
Envestnet Asset Management Inc

39.4K
Shares

$966,607
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

38.6K
Shares

$948,440
0.0% of portfolio
Apollon Wealth Management, LLC Mount Pleasant, SC

14.5K
Shares

$355,385
0.01% of portfolio

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