Merriman Wealth Management, LLC Spdr Index Shs Fds S&P Intl Di Transaction History

Merriman Wealth Management, LLC

$2.2 Billion
Q2 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$32.87 - $35.85 $25,835 - $28,178	-786 Reduced 2.9%	26,291 $864,000
Q2 2023 Aug 14, 2023	SELL	$33.81 - $35.83 $48,584 - $51,487	-1,437 Reduced 5.04%	27,077 $931,000
Q1 2023 May 04, 2023	SELL	$32.57 - $35.0 $11,464 - $12,320	-352 Reduced 1.22%	28,514 $977,000
Q4 2022 Feb 13, 2023	SELL	$28.02 - $33.16 $57,412 - $67,944	-2,049 Reduced 6.63%	28,866 $932,000
Q3 2022 Oct 26, 2022	SELL	$28.8 - $35.16 $30,643 - $37,410	-1,064 Reduced 3.33%	30,915 $890,000
Q2 2022 Jul 29, 2022	SELL	$33.7 - $39.38 $9.25 Million - $10.8 Million	-274,471 Reduced 89.56%	31,979 $0
Q1 2022 Apr 28, 2022	BUY	$36.57 - $39.7 $11.2 Million - $12.2 Million	306,450 New	306,450 $11.9 Million
Q1 2020 Apr 22, 2020	SELL	$25.85 - $40.79 $4.11 Million - $6.49 Million	-159,151 Closed	0 $0
Q4 2019 Jan 23, 2020	SELL	$38.29 - $40.52 $135,240 - $143,116	-3,532 Reduced 2.17%	159,151 $6.4 Million
Q3 2019 Oct 18, 2019	SELL	$38.77 - $39.31 $6.81 Million - $6.9 Million	-175,549 Reduced 51.9%	162,683 $6.34 Million
Q2 2019 Jul 31, 2019	SELL	N/A	-4,921 Reduced 1.43%	338,232 $133 Million
Q1 2019 Apr 23, 2019	BUY	N/A	343,153 New	343,153 $13.1 Million
Q1 2018 Apr 10, 2018	SELL	N/A	-166,955 Closed	0 $0
Q4 2017 Feb 05, 2018	SELL	N/A	-31 Reduced 0.02%	166,955 $6.88 Million
Q3 2017 Oct 19, 2017	SELL	N/A	-675 Reduced 0.4%	166,986 $6.74 Million
Q2 2017 Aug 07, 2017	BUY	N/A	167,661	167,661 $6.56 Million

Others Institutions Holding DWX

# of Institutions

132

Shares Held

5.46M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

996K
Shares

$36.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

871K
Shares

$31.7 Million
0.0% of portfolio
Ubs Group Ag

405K
Shares

$14.8 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

274K
Shares

$9.97 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

219K
Shares

$7.97 Million
0.24% of portfolio

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