Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Fundamental Emerging Mk Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.31 Billion
- Q1 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 128,556 shares of FNDE stock, worth $3.88 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
128,556
Previous 127,710
0.66%
Holding current value
$3.88 Million
Previous $3.47 Million
2.94%
% of portfolio
0.11%
Previous 0.12%
Shares
22 transactions
Others Institutions Holding FNDE
# of Institutions
319Shares Held
165MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA125MShares$3.77 Billion4.76% of portfolio
-
Victory Capital Management Inc3.73MShares$112 Million0.11% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.72MShares$82.1 Million5.36% of portfolio
-
Unison Advisors LLC2.64MShares$79.6 Million7.24% of portfolio
-
1832 Asset Management L.P. Toronto, A62.62MShares$79.1 Million0.14% of portfolio