Merriman Wealth Management, LLC Vanguard Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
A detailed history of Merriman Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 846,016 shares of VGSH stock, worth $49.6 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
846,016
Previous 3,929
21432.6%
Holding current value
$49.6 Million
Previous $231,000
21207.79%
% of portfolio
2.14%
Previous 0.01%
Shares
16 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$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$434 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