Merriman Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
A detailed history of Merriman Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 80,057 shares of SPEM stock, worth $3.15 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
80,057
Previous 136,693
41.43%
Holding current value
$3.15 Million
Previous $5.64 Million
45.57%
% of portfolio
0.13%
Previous 0.24%
Shares
21 transactions
Others Institutions Holding SPEM
# of Institutions
877Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$915 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$734 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$397 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$255 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$232 Million0.08% of portfolio