Merriman Wealth Management, LLC Ishares Tr Residential And Mul Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
A detailed history of Merriman Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 8,643 shares of REZ stock, worth $729,037. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,643
Previous 8,984
3.8%
Holding current value
$729,037
Previous $797,000
12.17%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding REZ
# of Institutions
183Shares Held
4.9MCall Options Held
0Put Options Held
7.8K-
Morgan Stanley New York, NY492KShares$41.5 Million0.0% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC469KShares$39.6 Million10.07% of portfolio
-
Northwestern Mutual Wealth Management CO251KShares$21.2 Million0.01% of portfolio
-
Tobias Financial Advisors, Inc. Plantation, FL181KShares$15.3 Million2.42% of portfolio
-
Aprio Wealth Management, LLC178KShares$15 Million1.68% of portfolio