Merriman Wealth Management, LLC Ishares Transaction History
Merriman Wealth Management, LLC
- $2.36 Billion
- Q3 2024
A detailed history of Merriman Wealth Management, LLC transactions in Ishares stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 18,593 shares of ICLN stock, worth $224,417. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,593
Previous 11,425
62.74%
Holding current value
$224,417
Previous $152,000
79.61%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding ICLN
# of Institutions
558Shares Held
45.6MCall Options Held
4.51MPut Options Held
5.26M-
Bank Of America Corp Charlotte, NC6.39MShares$77.1 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.26MShares$39.3 Million0.0% of portfolio
-
Ubs Group Ag2.72MShares$32.9 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.65MShares$19.9 Million0.0% of portfolio
-
Total Wealth Planning, LLC1.51MShares$18.2 Million3.66% of portfolio