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

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 14, 2022
SELL
N/A
-101,296 Closed
0 $0
Q3 2021

Nov 02, 2021
SELL
N/A
-1,335 Reduced 1.3%
101,296 $2.14 Million
Q2 2021

Aug 12, 2021
BUY
N/A
17,757 Added 20.92%
102,631 $2.17 Million
Q1 2021

May 17, 2021
SELL
N/A
-19,351 Reduced 18.57%
84,874 $1.79 Million
Q4 2020

Feb 12, 2021
BUY
N/A
588 Added 0.57%
104,225 $2.21 Million
Q3 2020

Nov 12, 2020
BUY
N/A
225 Added 0.22%
103,637 $2.21 Million
Q2 2020

Aug 12, 2020
SELL
N/A
-3,219 Reduced 3.02%
103,412 $2.21 Million
Q1 2020

May 11, 2020
SELL
N/A
-1,870 Reduced 1.72%
106,631 $2.24 Million
Q4 2019

Feb 13, 2020
BUY
N/A
5,387 Added 5.22%
108,501 $2.31 Million
Q3 2019

Nov 13, 2019
BUY
N/A
486 Added 0.47%
103,114 $2.19 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-11,489 Reduced 10.07%
102,628 $2.18 Million
Q1 2019

May 13, 2019
BUY
N/A
12,642 Added 12.46%
114,117 $2.4 Million
Q4 2018

Feb 13, 2019
BUY
N/A
9,713 Added 10.58%
101,475 $2.11 Million
Q3 2018

Nov 13, 2018
BUY
N/A
13,868 Added 17.8%
91,762 $1.9 Million
Q2 2018

Aug 13, 2018
BUY
N/A
77,894 New
77,894 $1.62 Million
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