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
- $4.37 Billion
- Q2 2025
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 48,263 shares of UMMA stock, worth $1.27 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
48,263
Previous 47,953
0.65%
Holding current value
$1.27 Million
Previous $1.14 Million
12.52%
% of portfolio
0.03%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding UMMA
# of Institutions
26Shares Held
567KCall Options Held
0Put Options Held
0-
Rfg Advisory, LLC Birmingham, AL178KShares$4.66 Million0.18% of portfolio
-
Envestnet Asset Management Inc72.2KShares$1.89 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO64.3KShares$1.69 Million0.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC63.1KShares$1.66 Million0.0% of portfolio
-
Sage Oak Financial, LLC Tulsa, OK26.1KShares$684,1060.56% of portfolio