Empirical Financial Services, LLC D.B.A. Empirical Wealth Management INVESCO EXCH TRD SLF IDX FD Transaction History

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

  • $3.55 Billion
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 12, 2021
SELL
N/A
-23,700 Closed
0 $0
Q3 2020

Nov 12, 2020
SELL
N/A
-101 Reduced 0.42%
23,700 $554,000
Q2 2020

Aug 12, 2020
SELL
N/A
-1,149 Reduced 4.61%
23,801 $554,000
Q1 2020

May 11, 2020
SELL
N/A
-2,259 Reduced 8.3%
24,950 $574,000
Q4 2019

Feb 13, 2020
SELL
N/A
-81 Reduced 0.3%
27,209 $651,000
Q3 2019

Nov 13, 2019
BUY
N/A
192 Added 0.71%
27,290 $653,000
Q2 2019

Aug 12, 2019
SELL
N/A
-4,507 Reduced 14.26%
27,098 $653,000
Q1 2019

May 13, 2019
SELL
N/A
-2,061 Reduced 6.12%
31,605 $761,000
Q4 2018

Feb 13, 2019
SELL
N/A
-2,127 Reduced 5.94%
33,666 $789,000
Q3 2018

Nov 13, 2018
BUY
N/A
8 Added 0.02%
35,793 $871,000
Q2 2018

Aug 13, 2018
BUY
N/A
35,785 New
35,785 $868,000
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