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 $704,145. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,643
Previous 8,984
3.8%
Holding current value
$704,145
Previous $797,000
12.17%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding REZ
# of Institutions
184Shares Held
4.8MCall Options Held
3.1KPut Options Held
9.1K-
Morgan Stanley New York, NY529KShares$43.1 Million0.0% of portfolio
-
Franklin, Parlapiano, Turner & Welch, LLC475KShares$38.7 Million10.21% of portfolio
-
Northwestern Mutual Wealth Management CO293KShares$23.9 Million0.02% of portfolio
-
Aprio Wealth Management, LLC254KShares$20.7 Million2.59% of portfolio
-
Tobias Financial Advisors, Inc. Plantation, FL179KShares$14.6 Million2.6% of portfolio