Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Wisdomtree Tr Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $4.91 Billion
- Q3 2025
Shares
12 transactions
Others Institutions Holding DTH
# of Institutions
115Shares Held
6.71MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.39MShares$69.5 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC852KShares$42.6 Million0.01% of portfolio
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Morgan Stanley New York, NY785KShares$39.3 Million0.0% of portfolio
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Mariner, LLC Overland Park, KS450KShares$22.5 Million0.03% of portfolio
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Stonebridge Wealth Management, LLC Oak Brook, IL149KShares$7.48 Million6.3% of portfolio