Empirical Financial Services, LLC D.B.A. Empirical Wealth Management First Tr Large Cap Core Alphde Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.55 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding FEX
# of Institutions
222Shares Held
7.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$109 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC791KShares$84 Million0.04% of portfolio
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Janney Montgomery Scott LLC503KShares$53.4 Million0.15% of portfolio
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Wells Fargo & Company San Francisco, CA469KShares$49.8 Million0.01% of portfolio
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Ubs Group Ag235KShares$25 Million0.01% of portfolio