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
- $3.65 Billion
- Q4 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 16,688 shares of FNDB stock, worth $390,999. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,688
Previous 4,885
241.62%
Holding current value
$390,999
Previous $343,000
13.12%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding FNDB
# of Institutions
154Shares Held
12.4MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$38.5 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$31.7 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$15.6 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$13.6 Million8.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.576KShares$13.5 Million0.04% of portfolio