Merriman Wealth Management, LLC Pimco Rafi Dynamic Multi Facto Transaction History
Merriman Wealth Management, LLC
- $2.36 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding MFEM
# of Institutions
36Shares Held
4.89MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE879KShares$16.6 Million6.79% of portfolio
-
Envestnet Asset Management Inc818KShares$15.5 Million0.01% of portfolio
-
Park Avenue Securities LLC631KShares$11.9 Million0.12% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN549KShares$10.4 Million0.07% of portfolio
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Pasadena Private Wealth, LLC Pasadena, CA330KShares$6.24 Million1.37% of portfolio