Merriman Wealth Management, LLC Cambria Foreign Shareholder Yi Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding FYLD
# of Institutions
67Shares Held
10.4MCall Options Held
0Put Options Held
0-
Smith Anglin Financial, LLC2.31MShares$63.6 Million5.58% of portfolio
-
Raymond James & Associates St Petersburg, FL581KShares$16 Million0.01% of portfolio
-
Intellus Advisors LLC Naples, FL509KShares$14 Million2.22% of portfolio
-
Cwm, LLC508KShares$14 Million0.05% of portfolio
-
Rothschild Investment LLC Chicago, IL478KShares$13.2 Million0.79% of portfolio