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 |
|---|---|---|---|---|---|---|---|---|---|
| EBAY INC. | COM | 401 | $477,646 | 10,950 | 0.00 | 0.00 | -19 | -0.17 | 12-31-2023 |
| UNITY SOFTWARE INC | COM | 402 | $477,187 | 11,670 | 0.00 | 0.00 | 1,341 | 12.98 | 12-31-2023 |
| GENERAL ELECTRIC CO | COM NEW | 403 | $475,617 | 3,727 | 0.00 | 0.00 | 1,756 | 89.09 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 404 | $473,533 | 6,287 | 0.00 | 0.00 | -2,698 | -30.03 | 12-31-2023 |
