Merriman Wealth Management, LLC Closed Holding Positions

Merriman Wealth Management, LLC

  • $2.3 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
QDEF
Flexshares Quality Div Defensi

ETFs
Q2 2020 Filed on Jul 31, 2020
26,871
$34.9 - $44.68 $938K - $1.2M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q2 2020 Filed on Jul 31, 2020
8,464
$14.77 - $20.35 $125K - $172K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2020 Filed on Jul 31, 2020
18,889
$19.87 - $25.05 $375K - $473K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q2 2020 Filed on Jul 31, 2020
1,056,041
$86.48 - $86.8 $91.3M - $91.7M
PPT
Putnam Premier Income Trust

Financial Services
Q2 2020 Filed on Jul 31, 2020
10,600
$4.02 - $5.13 $42.6K - $54.4K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
Q2 2020 Filed on Jul 31, 2020
28,500
$43.04 - $56.18 $1.23M - $1.6M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q2 2020 Filed on Jul 31, 2020
11,870
$52.49 - $69.03 $623K - $819K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
Q2 2020 Filed on Jul 31, 2020
3,000
$79.54 - $85.93 $239K - $258K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q2 2020 Filed on Jul 31, 2020
14,100
$47.65 - $49.55 $672K - $699K
SMB
Vaneck Short Muni ETF

ETFs
Q2 2020 Filed on Jul 31, 2020
48,381
$17.29 - $18.01 $837K - $871K
PMO
Putnam Municipal Opportunities Trust

Financial Services
Q2 2020 Filed on Jul 31, 2020
13,056
$11.27 - $12.96 $147K - $169K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
Q2 2020 Filed on Jul 31, 2020
41,503
$9.61 - $11.05 $399K - $459K
PMM
Putnam Managed Municipal Income Trust

Financial Services
Q2 2020 Filed on Jul 31, 2020
25,140
$6.56 - $7.51 $165K - $189K
SGMO
Sangamo Therapeutics, Inc

Healthcare
Q2 2020 Filed on Jul 31, 2020
26,000
$6.21 - $11.83 $161K - $308K
Ak Stl Hldg Corp
Q1 2020 Filed on Apr 22, 2020
4,187,670
N/A
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
Q1 2020 Filed on Apr 22, 2020
10,000
$10.65 - $14.25 $107K - $143K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2020 Filed on Apr 22, 2020
10,466
$68.69 - $121.9 $719K - $1.28M
Biocept Inc
Q1 2020 Filed on Apr 22, 2020
23,000
N/A
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q1 2020 Filed on Apr 22, 2020
23,800
$14.06 - $22.79 $335K - $542K
Global Eagle Entmt Inc
Q1 2020 Filed on Apr 22, 2020
31,000
N/A
PKW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 22, 2020
60,765
$41.45 - $70.64 $2.52M - $4.29M
IDV
Ishares Tr

ETFs
Q1 2020 Filed on Apr 22, 2020
197,238
$19.58 - $34.05 $3.86M - $6.72M
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
Q1 2020 Filed on Apr 22, 2020
36,500
$24.65 - $30.88 $900K - $1.13M
MVIS
Microvision, Inc.

Technology
Q1 2020 Filed on Apr 22, 2020
10,000
$0.17 - $0.77 $1.7K - $7.7K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q1 2020 Filed on Apr 22, 2020
16,000
$11.23 - $15.04 $180K - $241K
DOCU
Docusign, Inc.

Technology
Q1 2020 Filed on Apr 22, 2020
5,304
$68.68 - $92.4 $364K - $490K
NBW
Neuberger Berman California Municipal Fund Inc.

Financial Services
Q1 2020 Filed on Apr 22, 2020
10,743
$10.65 - $14.64 $114K - $157K
Mri Interventions Inc
Q1 2020 Filed on Apr 22, 2020
101,228
N/A
BRMK
Broadmark Realty Capital Inc.

Real Estate
Q1 2020 Filed on Apr 22, 2020
96,441
$5.82 - $12.74 $561K - $1.23M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
Q1 2020 Filed on Apr 22, 2020
15,500
$10.69 - $14.48 $166K - $224K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2020 Filed on Apr 22, 2020
28,288
$29.04 - $46.68 $821K - $1.32M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q1 2020 Filed on Apr 22, 2020
5,486
$43.92 - $49.69 $241K - $273K
EPI
Wisdomtree Tr India Earnings F

ETFs
Q1 2020 Filed on Apr 22, 2020
19,801
$14.28 - $25.67 $283K - $508K
Widepoint Corp
Q1 2020 Filed on Apr 22, 2020
20,000
N/A
Alps ETF Tr
Q1 2020 Filed on Apr 22, 2020
64,947
N/A
SLB
Schlumberger Limited

Energy
Q1 2020 Filed on Apr 22, 2020
5,319
$12.05 - $40.82 $64.1K - $217K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
Q4 2019 Filed on Jan 23, 2020
38,113
$29.9 - $32.28 $1.14M - $1.23M
Htg Molecular Diagnostics In
Q4 2019 Filed on Jan 23, 2020
15,000
N/A
HL
Hecla Mining CO

Basic Materials
Q4 2019 Filed on Jan 23, 2020
97,154
$1.82 - $3.4 $177K - $330K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q4 2019 Filed on Jan 23, 2020
16,700
N/A
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
Q3 2019 Filed on Oct 18, 2019
12,299
$13.65 - $14.28 $168K - $176K
Columbia ETF Tr Ii
Q3 2019 Filed on Oct 18, 2019
24,300
N/A
SRET
Global X Fds Superdividend Rei

ETFs
Q3 2019 Filed on Oct 18, 2019
8,500
$43.73 - $45.15 $372K - $384K
Bristol Myers Squibb CO
Q3 2019 Filed on Oct 18, 2019
4,515
N/A
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q3 2019 Filed on Oct 18, 2019
287,547
$33.78 - $36.78 $9.71M - $10.6M
VMO
Invesco Municipal Opportunity Trust

Financial Services
Q3 2019 Filed on Oct 18, 2019
18,000
$12.22 - $12.88 $220K - $232K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q3 2019 Filed on Oct 18, 2019
92,072
$56.23 - $57.59 $5.18M - $5.3M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
Q3 2019 Filed on Oct 18, 2019
21,584
$12.62 - $13.23 $272K - $286K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q3 2019 Filed on Oct 18, 2019
83,499
$43.46 - $47.36 $3.63M - $3.95M
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