Merriman Wealth Management, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding EFIV
# of Institutions
119Shares Held
5.45MCall Options Held
0Put Options Held
0-
Bank Of Italy771KShares$40.6 Million2.18% of portfolio
-
Koss Olinger Consulting, LLC467KShares$24.6 Million2.12% of portfolio
-
Baltimore Washington Financial Advisors, Inc.379KShares$19.9 Million1.12% of portfolio
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Lpl Financial LLC Fort Mill, SC357KShares$18.8 Million0.01% of portfolio
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Financial Network Wealth Management LLC Draper, UT245KShares$12.9 Million4.62% of portfolio