Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EMPIRICAL FINANCIAL SERVICES LLC DBA EMPIRICAL WEALTH MANAGEMENT | 02-06-2024 | 12-31-2023 | 498 | 3,010,836,463 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KARAT PACKAGING INC | COM | Liquidated | $0 | 0 | 0.00 | 0.12 | 211,200 | 177.41 | 12-31-2023 |
| BLACKROCK INC | COM | 102 | $5,682,698 | 7,000 | 0.00 | 0.00 | -2,055 | -22.69 | 12-31-2023 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 103 | $5,569,342 | 12,750 | 0.00 | 0.00 | 2,048 | 19.14 | 12-31-2023 |
| SNAP INC | CL A | 104 | $5,547,809 | 327,691 | 0.00 | 0.00 | 49,030 | 17.59 | 12-31-2023 |
