Merriman Wealth Management, LLC American Centy ETF Tr Sustaina Transaction History
Merriman Wealth Management, LLC
- $2.16 Billion
- Q1 2024
A detailed history of Merriman Wealth Management, LLC transactions in American Centy ETF Tr Sustaina stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 227,899 shares of ESGA stock, worth $15.4 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
227,899
Previous 219,824
3.67%
Holding current value
$15.4 Million
Previous $13 Million
15.03%
% of portfolio
0.69%
Previous 0.66%
Shares
7 transactions
Others Institutions Holding ESGA
# of Institutions
14Shares Held
2.75MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.42MShares$163 Million0.06% of portfolio
-
Kestra Advisory Services, LLC25.3KShares$1.7 Million0.01% of portfolio
-
Financial Counselors Inc24.4KShares$1.65 Million0.03% of portfolio
-
Comerica Bank14.7KShares$988,1070.0% of portfolio
-
Mission Wealth Management, LP8.37KShares$564,3050.01% of portfolio