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
- $3.37 Billion
- Q2 2024
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 14,713 shares of FNDC stock, worth $554,827. This represents 0.02% of its overall portfolio holdings.
Number of Shares
14,713
Previous 13,699
7.4%
Holding current value
$554,827
Previous $485,000
5.36%
% of portfolio
0.02%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding FNDC
# of Institutions
232Shares Held
66.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA55.9MShares$2.11 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$37.8 Million0.04% of portfolio
-
Jane Street Group, LLC New York, NY786KShares$29.6 Million0.03% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK670KShares$25.3 Million0.89% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO473KShares$17.9 Million0.83% of portfolio