Merriman Wealth Management, LLC Renaissance Cap Greenwich Fds Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
A detailed history of Merriman Wealth Management, LLC transactions in Renaissance Cap Greenwich Fds stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 17,373 shares of IPO stock, worth $731,924. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,373
Previous 18,054
3.77%
Holding current value
$731,924
Previous $774,000
2.33%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IPO
# of Institutions
70Shares Held
898KCall Options Held
13.3KPut Options Held
2.6K-
Tradition Wealth Management, LLC131KShares$5.5 Million0.54% of portfolio
-
Goldman Sachs Group Inc New York, NY116KShares$4.89 Million0.0% of portfolio
-
Synergy Asset Management, LLC Bellevue, WA86.9KShares$3.66 Million0.3% of portfolio
-
Morgan Stanley New York, NY74KShares$3.12 Million0.0% of portfolio
-
Sfi Advisors, LLC Montclair, NJ68.5KShares$2.89 Million2.12% of portfolio