Merriman Wealth Management, LLC Ishares Tr Msci Acwi Low Carbo Transaction History
Merriman Wealth Management, LLC
- $2.36 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding CRBN
# of Institutions
126Shares Held
2.57MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.29MShares$252 Million0.61% of portfolio
-
Morgan Stanley New York, NY196KShares$38.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC129KShares$25.3 Million0.0% of portfolio
-
Investure, LLC Charlottesville, VA101KShares$19.7 Million1.37% of portfolio
-
Aspiriant, LLC99.8KShares$19.5 Million0.75% of portfolio