Merriman Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History
Merriman Wealth Management, LLC
- $2.36 Billion
- Q3 2024
A detailed history of Merriman Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 29,736 shares of SGOV stock, worth $2.99 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
29,736
Previous 45,232
34.26%
Holding current value
$2.99 Million
Previous $4.56 Million
34.25%
% of portfolio
0.13%
Previous 0.21%
Shares
9 transactions
Others Institutions Holding SGOV
# of Institutions
745Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.99MShares$503 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$342 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX3.05MShares$307 Million0.65% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$305 Million0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$191 Million0.12% of portfolio