Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Invesco Exchange Traded Fd Tr Transaction History

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

$3.37 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 13, 2019	SELL	$124.17 - $163.24 $155,212 - $204,050	-1,250 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$153.28 - $168.16 $191,600 - $210,200	1,250 New	1,250 $202,000

Others Institutions Holding RFG

# of Institutions

114

Shares Held

2.4M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

372K
Shares

$17.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

307K
Shares

$14.7 Million
0.01% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

196K
Shares

$9.4 Million
1.68% of portfolio
Twelve Points Wealth Management LLC

195K
Shares

$9.36 Million
3.13% of portfolio
Coldstream Capital Management Inc

120K
Shares

$5.77 Million
0.14% of portfolio

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