Merriman Wealth Management, LLC Invesco Fd Tr Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
Shares
6 transactions
Others Institutions Holding PDN
# of Institutions
110Shares Held
8.14MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA5.51MShares$214 Million0.04% of portfolio
-
Invesco Ltd. Atlanta, GA462KShares$17.9 Million0.0% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA200KShares$7.76 Million1.38% of portfolio
-
High Tower Advisors, LLC Chicago, IL187KShares$7.28 Million0.01% of portfolio
-
Cutler Investment Counsel LLC115KShares$4.48 Million0.51% of portfolio