Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Closed Holding Positions

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

$3.55 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
LQD Ishares Iboxx $ Investment Gra ETFs	Q4 2018 Filed on Feb 13, 2019	1,853	$111.35 - $114.52 $206K - $212K
MDXG Mimedx Group, Inc. Healthcare	Q4 2018 Filed on Feb 13, 2019	20,000	$1.15 - $6.45 $23K - $129K
Northwest Nat Gas CO	Q4 2018 Filed on Feb 13, 2019	4,030	N/A
ICLR Icon PLC Healthcare	Q4 2018 Filed on Feb 13, 2019	2,139	$119.37 - $153.29 $255K - $328K
Flir Sys Inc	Q4 2018 Filed on Feb 13, 2019	3,345	N/A
Dunkin Brands Group Inc	Q4 2018 Filed on Feb 13, 2019	2,954	N/A
LYV Live Nation Entertainment, Inc. Communication Services	Q4 2018 Filed on Feb 13, 2019	10,685	$46.2 - $57.43 $494K - $614K
Bb&T Corp	Q4 2018 Filed on Feb 13, 2019	8,391	N/A
LYB Lyondell Basell Industries N.V. Basic Materials	Q4 2018 Filed on Feb 13, 2019	2,844	$78.52 - $105.78 $223K - $301K
RFG Invesco Exchange Traded Fd Tr ETFs	Q4 2018 Filed on Feb 13, 2019	1,250	$124.17 - $163.24 $155K - $204K
WAL Western Alliance Bancorporation Financial Services	Q4 2018 Filed on Feb 13, 2019	4,341	$37.61 - $58.07 $163K - $252K
Invesco Exch Trd Slf Idx Fd	Q4 2018 Filed on Feb 13, 2019	35,554	N/A
Invesco Exch Trd Slf Idx Fd	Q4 2018 Filed on Feb 13, 2019	98,500	N/A
EMLP First Tr Exchange Traded Iv ETFs	Q4 2018 Filed on Feb 13, 2019	10,765	$20.55 - $23.79 $221K - $256K
SABR Sabre Corp Consumer Cyclical	Q4 2018 Filed on Feb 13, 2019	8,074	$20.7 - $26.15 $167K - $211K
TD Toronto Dominion Bank Financial Services	Q4 2018 Filed on Feb 13, 2019	6,234	$48.31 - $61.15 $301K - $381K
NEAR Blackrock Short Maturity Bond ETFs	Q4 2018 Filed on Feb 13, 2019	6,650	N/A
EBND Spdr Bloomberg Emerging Market ETFs	Q3 2018 Filed on Nov 13, 2018	9,120	N/A
VWOB Vanguard Emerging Mkts Govt Bd ETFs	Q3 2018 Filed on Nov 13, 2018	3,500	N/A
Rite Aid Corp	Q3 2018 Filed on Nov 13, 2018	10,000	N/A
FEMS First Trust Emerging Markets S ETFs	Q3 2018 Filed on Nov 13, 2018	9,270	$35.04 - $39.93 $325K - $370K
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Aug 13, 2018	75,017	N/A
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Aug 13, 2018	58,501	N/A
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Aug 13, 2018	36,777	N/A
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Aug 13, 2018	36,245	N/A
BRK-A Berkshire Hathaway Inc Financial Services	Q2 2018 Filed on Aug 13, 2018	1	$281600.0 - $301750.0 $282K - $302K
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Aug 13, 2018	27,328	N/A
PLUG Plug Power Inc Industrials	Q2 2018 Filed on Aug 13, 2018	20,356	$1.77 - $2.22 $36K - $45.2K
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Aug 13, 2018	38,217	N/A
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Aug 13, 2018	39,749	N/A
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Aug 13, 2018	37,581	N/A
Powershares Qqq Trust	Q2 2018 Filed on Aug 13, 2018	11,598	N/A
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Aug 13, 2018	58,541	N/A
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Aug 13, 2018	86,239	N/A
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Aug 13, 2018	85,764	N/A
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Aug 13, 2018	84,386	N/A
PDCO Patterson Companies, Inc. Healthcare	Q1 2018 Filed on May 14, 2018	6,998	$21.69 - $38.13 $152K - $267K
Claymore Exchange Trd Fd Tr	Q1 2018 Filed on May 14, 2018	72,901	N/A
VPU Vanguard Utilities ETF ETFs	Q4 2017 Filed on Feb 12, 2018	1,996	N/A
VDC Vanguard Consumer Staples ETF ETFs	Q4 2017 Filed on Feb 12, 2018	1,658	N/A
Claymore Exchange Trd Fd Tr	Q4 2017 Filed on Feb 12, 2018	31,718	N/A
Claymore Exchange Trd Fd Tr	Q4 2017 Filed on Feb 12, 2018	85,417	N/A
PI Impinj Inc Technology	Q3 2017 Filed on Nov 13, 2017	8,249	$30.23 - $50.09 $249K - $413K

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