Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard 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 Vanguard stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 964,855 shares of VGSH stock, worth $56.6 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
964,855
Previous 906,854
6.4%
Holding current value
$56.6 Million
Previous $53.5 Million
4.88%
% of portfolio
1.54%
Previous 1.51%
Shares
25 transactions
Others Institutions Holding VGSH
# of Institutions
982Shares Held
259MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$435 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$418 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$342 Million0.05% of portfolio