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
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
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