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 |
|---|---|---|---|---|---|---|---|---|---|
| JABIL INC | COM | 151 | $2,621,510 | 20,577 | 0.00 | 0.00 | 5,184 | 33.68 | 12-31-2023 |
| UNITEDHEALTH GROUP INC | COM | 152 | $2,597,060 | 4,933 | 0.00 | 0.00 | 1,189 | 31.76 | 12-31-2023 |
| AUTOMATIC DATA PROCESSING IN | COM | 153 | $2,595,599 | 11,141 | 0.00 | 0.00 | 1,717 | 18.22 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 154 | $2,540,720 | 131,644 | 0.00 | 0.00 | 5,655 | 4.49 | 12-31-2023 |
