Listed Fd Tr shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Listed Fd Tr (UMMA) 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 Listed Fd Tr
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All positions including Listed Fd Tr held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Listed Fd Tr by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 49k | 25.53 |
| 2024-06-30 | $1.1M | 46k | 24.78 |
| 2024-03-31 | $1.1M | 45k | 24.02 |
| 2023-12-31 | $961k | 42k | 22.78 |
| 2023-09-30 | $849k | 42k | 20.13 |
| 2023-06-30 | $929k | 42k | 22.01 |
| 2023-03-31 | $843k | 39k | 21.39 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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