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
- $3.65 Billion
- Q4 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 13,271 shares of FNDC stock, worth $462,627. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,271
Previous 11,734
13.1%
Holding current value
$462,627
Previous $447,000
1.34%
% of portfolio
0.01%
Previous 0.01%
Shares
17 transactions
Others Institutions Holding FNDC
# of Institutions
245Shares Held
59.3MCall Options Held
1KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA49.2MShares$1.72 Billion0.37% of portfolio
-
Victory Capital Management Inc1MShares$34.9 Million0.04% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK609KShares$21.2 Million0.85% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO573KShares$20 Million0.92% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN455KShares$15.9 Million3.31% of portfolio