Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Inv Bulletshs 2024 Etf etf/closed end- shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Inv Bulletshs 2024 Etf etf/closed end- (BSJO) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Inv Bulletshs 2024 Etf etf/closed end-

Tip: Access up to 7 years of quarterly data

All positions including Inv Bulletshs 2024 Etf etf/closed end- held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Inv Bulletshs 2024 Etf etf/closed end- by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $682k 30k 22.72
2024-06-30 $676k 30k 22.72
2024-03-31 $637k 28k 22.73
2023-12-31 $610k 27k 22.71
2023-09-30 $618k 28k 22.48
2023-06-30 $606k 27k 22.48
2023-03-31 $607k 27k 22.45
2022-12-31 $536k 24k 22.12
2022-09-30 $469k 22k 21.60
2022-06-30 $484k 22k 21.80
2022-03-31 $540k 23k 23.83
2021-12-31 $563k 23k 25.00
2021-09-30 $537k 22k 25.02
2021-06-30 $560k 22k 25.19
2021-03-31 $366k 15k 24.97
2020-12-31 $536k 22k 24.92
2020-09-30 $506k 21k 24.12
2020-06-30 $495k 21k 23.44
2020-03-31 $521k 24k 22.19
2019-12-31 $583k 23k 25.49
2019-09-30 $507k 20k 25.20
2019-06-30 $494k 20k 25.28
2019-03-31 $555k 22k 24.96

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Inv Bulletshs 2024 Etf etf/closed end-

Mirador Capital Partners
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
LPL Financial
United Capital Financial Advisers
CWM
Wells Fargo & Company
Milestone Asset Management
Advisory Alpha
Asset Dedication
Integrated Wealth Concepts
Kaye Capital Management
Janney Montgomery Scott
Thrivent Financial for Lutherans

View all funds holding Inv Bulletshs 2024 Etf etf/closed end-