Empirical Financial Services, LLC D.B.A. Empirical Wealth Management INVESCO EXCH TRD SLF IDX FD Transaction History

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

  • $3.31 Billion
  • Q1 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 12, 2021
SELL
N/A
-100,202 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
N/A
197 Added 0.2%
100,202 $2.13 Million
Q2 2020

Aug 12, 2020
SELL
N/A
-6,038 Reduced 5.69%
100,005 $2.13 Million
Q1 2020

May 11, 2020
BUY
N/A
151 Added 0.14%
106,043 $2.23 Million
Q4 2019

Feb 13, 2020
BUY
N/A
4,212 Added 4.14%
105,892 $2.25 Million
Q3 2019

Nov 13, 2019
BUY
N/A
162 Added 0.16%
101,680 $2.17 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-9,802 Reduced 8.81%
101,518 $2.16 Million
Q1 2019

May 13, 2019
BUY
N/A
494 Added 0.45%
111,320 $2.36 Million
Q4 2018

Feb 13, 2019
BUY
N/A
12,143 Added 12.31%
110,826 $2.34 Million
Q3 2018

Nov 13, 2018
BUY
N/A
13,447 Added 15.78%
98,683 $2.08 Million
Q2 2018

Aug 13, 2018
BUY
N/A
85,236 New
85,236 $1.8 Million
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