Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - Significant Ownership

Signature - Title
Justin W. Buller - Chief Compliance Officer
Location
Seattle, WA
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management.

Significant Ownership of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
OZ Belpointe PREP, LLC Class A Units 7.03% $15.9M 256K Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Dec 31, 2024
PBP INVESCO EXCHANGE-TRADED FUND TRUST Invesco S&P 500 BuyWrite ETF 2.57% $2.64M 121K Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Nov 4, 2024

Schedules 13D/G Reported by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management:

Sym Target Class Ownership Change Current Shares Change Value Reporting name Form Report Period Date Filed
* An asterisk sign (*) next to the price indicates that the price is likely invalid.