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 |
|---|---|---|---|---|---|---|---|---|---|
| NOVARTIS AG | SPONSORED ADR | 651 | $217,995 | 2,159 | 0.00 | 2,159 | +Inf | 12-31-2023 | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 652 | $216,677 | 2,987 | 0.00 | 0.00 | -461 | -13.37 | 12-31-2023 |
| PRUDENTIAL FINL INC | COM | 653 | $216,236 | 2,085 | 0.00 | 2,085 | +Inf | 12-31-2023 | |
| AMERICAN TOWER CORP NEW | COM | 654 | $215,449 | 998 | 0.00 | 998 | +Inf | 12-31-2023 |
