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
- $3.85 Billion
- Q1 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 47,953 shares of UMMA stock, worth $1.15 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
47,953
Previous 49,153
2.44%
Holding current value
$1.15 Million
Previous $1.16 Million
1.64%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding UMMA
# of Institutions
25Shares Held
499KCall Options Held
0Put Options Held
0-
Rfg Advisory, LLC Birmingham, AL112KShares$2.69 Million0.08% of portfolio
-
Wealth Enhancement Advisory Services, LLC58.4KShares$1.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc55KShares$1.32 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.7KShares$1.12 Million0.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA36.6KShares$880,1760.0% of portfolio