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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
AMETEK INC | COM | 601 | $238,431 | 1,446 | 0.00 | 1,446 | +Inf | 12-31-2023 | |
SELECT SECTOR SPDR TR | FINANCIAL | Liquidated | $0 | 0 | 0.00 | 0.02 | -2,806 | -28.55 | 12-31-2023 |
OWENS CORNING NEW | COM | 603 | $236,576 | 1,596 | 0.00 | 1,596 | +Inf | 12-31-2023 | |
EXACT SCIENCES CORP | COM | Liquidated | $0 | 0 | 0.00 | 2,508 | +Inf | 12-31-2023 |