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 $755,052. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,643
Previous 8,984
3.8%
Holding current value
$755,052
Previous $797,000
12.17%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding REZ
# of Institutions
191Shares Held
8.76MCall Options Held
5.7KPut Options Held
7K-
Menora Mivtachim Holdings Ltd.1.27MShares$111 Million0.65% of portfolio
-
Assetmark, Inc1.07MShares$93.5 Million0.24% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.06MShares$92.5 Million0.19% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC466KShares$40.7 Million10.21% of portfolio
-
Morgan Stanley New York, NY391KShares$34.1 Million0.0% of portfolio