Merriman Wealth Management, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Merriman Wealth Management, LLC
- $2.36 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding EFIV
# of Institutions
109Shares Held
4.87MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$44 Million1.77% of portfolio
-
Retirement Capital Strategies685KShares$39.1 Million14.99% of portfolio
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Baltimore Washington Financial Advisors, Inc.380KShares$21.7 Million1.18% of portfolio
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Koss Olinger Consulting, LLC355KShares$20.2 Million1.73% of portfolio
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Lpl Financial LLC Fort Mill, SC282KShares$16.1 Million0.01% of portfolio