Merriman Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding DON
# of Institutions
489Shares Held
44.5MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.62MShares$218 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.46MShares$116 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.01MShares$94.6 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.82MShares$85.8 Million4.57% of portfolio
-
Ubs Group Ag1.61MShares$76.1 Million0.02% of portfolio