Merriman Wealth Management, LLC Ishares Msci Usa Quality Facto Transaction History
Merriman Wealth Management, LLC
- $2.16 Billion
- Q1 2024
A detailed history of Merriman Wealth Management, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 1,378,277 shares of QUAL stock, worth $235 Million. This represents 10.49% of its overall portfolio holdings.
Number of Shares
1,378,277
Previous 1,355,444
1.68%
Holding current value
$235 Million
Previous $199 Million
13.58%
% of portfolio
10.49%
Previous 10.07%
Shares
25 transactions
Others Institutions Holding QUAL
# of Institutions
1,284Shares Held
211MCall Options Held
36.5KPut Options Held
9.5K-
Envestnet Asset Management Inc27MShares$4.62 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$2.23 Billion1.17% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.81MShares$1.51 Billion1.01% of portfolio
-
Morgan Stanley New York, NY8.15MShares$1.39 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.86MShares$1.34 Billion0.12% of portfolio