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 $49.7 Million. This represents 2.14% of its overall portfolio holdings.
Number of Shares
846,016
Previous 3,929
21432.6%
Holding current value
$49.7 Million
Previous $231,000
21207.79%
% of portfolio
2.14%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding VGSH
# of Institutions
1,061Shares Held
268MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC8.08MShares$474 Million11.18% of portfolio