Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Fundamental U S Broad M Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.37 Billion
- Q2 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 4,860 shares of FNDB stock, worth $341,658. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,860
Previous 4,861
0.02%
Holding current value
$341,658
Previous $322,000
1.24%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding FNDB
# of Institutions
141Shares Held
3.86MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc549KShares$38.6 Million11.1% of portfolio
-
Callan Capital, LLC La Jolla, CA455KShares$32 Million2.49% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$15.3 Million0.02% of portfolio
-
Systelligence, LLC198KShares$13.9 Million3.7% of portfolio
-
Sound Stewardship, LLC Overland Park, KS196KShares$13.8 Million7.81% of portfolio