Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Fundamental Intl Small Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.85 Billion
- Q1 2025
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 7,684 shares of FNDC stock, worth $307,513. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,684
Previous 13,271
42.1%
Holding current value
$307,513
Previous $453,000
38.63%
% of portfolio
0.01%
Previous 0.01%
Shares
18 transactions
Others Institutions Holding FNDC
# of Institutions
266Shares Held
57.3MCall Options Held
3.5KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA46.8MShares$1.87 Billion0.32% of portfolio
-
Victory Capital Management Inc1MShares$40.1 Million0.04% of portfolio
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Exencial Wealth Advisors, LLC Oklahoma City, OK607KShares$24.3 Million0.84% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO577KShares$23.1 Million1.02% of portfolio
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Kelman Lazarov, Inc. Memphis, TN473KShares$18.9 Million3.31% of portfolio