Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Bd Index Fd Inc Total Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.31 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 12, 2020	SELL	N/A	-3,146 Closed	0 $0
Q1 2020 May 11, 2020	BUY	N/A	3,146 New	3,146 $268,000

Others Institutions Holding BND

# of Institutions

1,493

Shares Held

873M

Call Options Held

56.3K

Put Options Held

27.8K

Northwestern Mutual Wealth Management CO

119M
Shares

$8.6 Billion
8.87% of portfolio
Morgan Stanley New York, NY

91.3M
Shares

$6.61 Billion
0.54% of portfolio
Jpmorgan Chase & CO New York, NY

79.9M
Shares

$5.78 Billion
0.53% of portfolio
Creative Planning Overland Park, KS

75.7M
Shares

$5.48 Billion
6.11% of portfolio
Vanguard Group Inc Valley Forge, PA

37.3M
Shares

$2.7 Billion
0.05% of portfolio

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