Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Invesco Et Self Idxd Fd Tr Bul Transaction History

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

$3.65 Billion
Q4 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 02, 2022	SELL	N/A	-455 Reduced 1.9%	23,464 $516,000
Q2 2022 Aug 02, 2022	SELL	N/A	-1,137 Reduced 4.54%	23,919 $527,000
Q1 2022 May 13, 2022	SELL	N/A	-9 Reduced 0.04%	25,056 $574,000
Q4 2021 Feb 14, 2022	BUY	N/A	803 Added 3.31%	25,065 $582,000
Q3 2021 Nov 02, 2021	SELL	N/A	-1,036 Reduced 4.1%	24,262 $564,000
Q2 2021 Aug 12, 2021	BUY	N/A	6,517 Added 34.7%	25,298 $591,000
Q1 2021 May 17, 2021	SELL	N/A	-5,944 Reduced 24.04%	18,781 $439,000
Q4 2020 Feb 12, 2021	BUY	N/A	1,137 Added 4.82%	24,725 $577,000
Q3 2020 Nov 12, 2020	SELL	N/A	-356 Reduced 1.49%	23,588 $539,000
Q2 2020 Aug 12, 2020	SELL	N/A	-797 Reduced 3.22%	23,944 $534,000
Q1 2020 May 11, 2020	SELL	N/A	-1,578 Reduced 6.0%	24,741 $536,000
Q4 2019 Feb 13, 2020	BUY	N/A	126 Added 0.48%	26,319 $643,000
Q3 2019 Nov 13, 2019	BUY	N/A	88 Added 0.34%	26,193 $638,000
Q2 2019 Aug 12, 2019	SELL	N/A	-4,664 Reduced 15.16%	26,105 $640,000
Q1 2019 May 13, 2019	SELL	N/A	-1,191 Reduced 3.73%	30,769 $753,000
Q4 2018 Feb 13, 2019	SELL	N/A	-2,160 Reduced 6.33%	31,960 $742,000
Q3 2018 Nov 13, 2018	BUY	N/A	147 Added 0.43%	34,120 $841,000
Q2 2018 Aug 13, 2018	BUY	N/A	33,973 New	33,973 $831,000

Others Institutions Holding BSJM

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Shares Held

239K

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Put Options Held

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