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 |
|---|---|---|---|---|---|---|---|---|---|
| PUBLIC STORAGE | COM | 501 | $325,497 | 1,067 | 0.00 | 0.00 | 13 | 1.23 | 12-31-2023 |
| ENCORE WIRE CORP | COM | 502 | $323,818 | 1,516 | 0.00 | 1,516 | +Inf | 12-31-2023 | |
| AMERICAN FINL GROUP INC OHIO | COM | Liquidated | $0 | 0 | 0.00 | 0.06 | -4,858 | -64.08 | 12-31-2023 |
| UFP INDUSTRIES INC | COM | 504 | $322,162 | 2,566 | 0.00 | 2,566 | +Inf | 12-31-2023 |
