Merriman Wealth Management, LLC Ishares Tr Transaction History
Merriman Wealth Management, LLC
- $2.2 Billion
- Q2 2024
A detailed history of Merriman Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 10,740 shares of LRGF stock, worth $631,512. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,740
Previous 10,802
0.57%
Holding current value
$631,512
Previous $581,000
2.93%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding LRGF
# of Institutions
196Shares Held
32.1MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY4.29MShares$252 Million15.13% of portfolio
-
Halbert Hargrove Global Advisors, LLC3.21MShares$189 Million10.36% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA2.04MShares$120 Million4.26% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.03MShares$119 Million22.29% of portfolio
-
Wells Fargo & Company San Francisco, CA1.85MShares$109 Million0.03% of portfolio