Merriman Wealth Management, LLC American Centy ETF Tr Sustaina Transaction History

Merriman Wealth Management, LLC

  • $2.3 Billion
  • Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in American Centy ETF Tr Sustaina stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 261,334 shares of ESGA stock, worth $18.8 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
261,334
Previous 251,355 3.97%
Holding current value
$18.8 Million
Previous $17.7 Million 4.35%
% of portfolio
0.8%
Previous 0.75%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$68.91 - $73.51 $687,652 - $733,556
9,979 Added 3.97%
261,334 $18.4 Million
Q3 2024

Nov 12, 2024
BUY
$63.64 - $70.3 $724,159 - $799,943
11,379 Added 4.74%
251,355 $17.7 Million
Q2 2024

Aug 13, 2024
BUY
$62.01 - $67.69 $748,894 - $817,492
12,077 Added 5.3%
239,976 $16.2 Million
Q1 2024

May 14, 2024
BUY
$58.39 - $65.86 $471,499 - $531,819
8,075 Added 3.67%
227,899 $15 Million
Q4 2023

Feb 13, 2024
BUY
$51.19 - $59.53 $709,083 - $824,609
13,852 Added 6.73%
219,824 $13 Million
Q3 2023

Nov 13, 2023
BUY
$53.15 - $57.1 $10.9 Million - $11.8 Million
205,972 New
205,972 $11 Million
Q1 2022

Apr 28, 2022
SELL
$51.44 - $60.55 $4.3 Million - $5.06 Million
-83,646 Closed
0 $0
Q4 2021

Feb 01, 2022
BUY
$54.2 - $60.7 $4.53 Million - $5.08 Million
83,646 New
83,646 $5.05 Million
Q2 2021

Jul 28, 2021
SELL
$50.21 - $53.94 $1.24 Million - $1.34 Million
-24,789 Closed
0 $0
Q1 2021

May 10, 2021
BUY
$46.51 - $49.67 $1.15 Million - $1.23 Million
24,789 New
24,789 $1.23 Million

Others Institutions Holding ESGA

# of Institutions
26
Shares Held
3.14M
Call Options Held
0
Put Options Held
0
View Full List

About AMERICAN CENTY ETF TR SUSTAINA

ESGA Quotes by TradingView
  • Ticker ESGA
  • Sector Technology
More about ESGA
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