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

  • $3.31 Billion
  • Q1 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 44,593 shares of UMMA stock, worth $1.11 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
44,593
Previous 42,193 5.69%
Holding current value
$1.11 Million
Previous $961,000 11.45%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$21.9 - $24.32 $52,560 - $58,368
2,400 Added 5.69%
44,593 $1.07 Million
Q2 2023

Aug 11, 2023
BUY
$20.93 - $22.67 $58,457 - $63,317
2,793 Added 7.09%
42,193 $928,000
Q1 2023

May 09, 2023
BUY
$19.48 - $21.78 $767,512 - $858,132
39,400 New
39,400 $842,000

Others Institutions Holding UMMA

# of Institutions
18
Shares Held
291K
Call Options Held
0
Put Options Held
0
View Full List

About LISTED FDS TR WAHED DOW JONES

UMMA Quotes by TradingView
  • Ticker UMMA
  • Sector ETFs
  • Industry ETFs
More about UMMA
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