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 |
|---|---|---|---|---|---|---|---|---|---|
| PACKAGING CORP AMER | COM | 551 | $277,925 | 1,706 | 0.00 | 1,706 | +Inf | 12-31-2023 | |
| MATERION CORP | COM | 552 | $277,568 | 2,133 | 0.00 | 2,133 | +Inf | 12-31-2023 | |
| ELEVANCE HEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 616 | +Inf | 12-31-2023 | |
| FERRARI N V | COM | 554 | $271,900 | 803 | 0.00 | 803 | +Inf | 12-31-2023 |
