Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Schwab Fundamental U S Large C 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 U S Large C stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 29,929 shares of FNDX stock, worth $2.15 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
29,929
Previous 30,810
2.86%
Holding current value
$2.15 Million
Previous $2.08 Million
3.47%
% of portfolio
0.06%
Previous 0.06%
Shares
26 transactions
Others Institutions Holding FNDX
# of Institutions
564Shares Held
187MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.34 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$310 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$197 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$193 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$151 Million23.99% of portfolio