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

Signature - Title
/s/ Justin 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.

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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% $15.8M 256K Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 31 Dec 2024
PBP INVESCO EXCHANGE-TRADED FUND TRUST Invesco S&P 500 BuyWrite ETF 2.57% $2.61M 121K Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 04 Nov 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.