Merriman Wealth Management, LLC Sells in Q3 2024

Merriman Wealth Management, LLC

  • $2.36 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
-1.73K
- 4.25%
$56.88 - $63.65 $98.4K - $110K
38.9K $2.45M
AVIV
American Centy ETF Tr Avantis
-40
- 0.26%
$50.37 - $56.43 $2.01K - $2.26K
15.4K $861K
VEU
Vanguard Ftse All World Ex Us

ETFs
-17
- 0.11%
$56.47 - $63.69 $960 - $1.08K
15K $943K
VNQ
Vanguard Specialized Funds Van

ETFs
-191
- 3.13%
$82.97 - $98.97 $15.8K - $18.9K
5.91K $576K
JHEM
John Hancock Exchange Traded

ETFs
-2.45K
- 3.36%
$25.45 - $29.14 $62.4K - $71.5K
70.6K $2.02M
VV
Vanguard Large Cap ETF

ETFs
-1.3K
- 4.17%
$236.92 - $263.4 $308K - $343K
29.9K $7.87M
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.06%
$245.82 - $304.51 $246 - $305
1.75K $532K
NKE
Nike, Inc.

Consumer Cyclical
-87
- 1.09%
$71.09 - $89.44 $6.18K - $7.78K
7.86K $694K
DHR
Danaher Corp

Healthcare
-19
- 0.52%
$239.25 - $280.76 $4.55K - $5.33K
3.65K $1.01M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-304
- 1.24%
$73.43 - $80.37 $22.3K - $24.4K
24.1K $1.94M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-152
- 1.75%
$475.2 - $527.7 $72.2K - $80.2K
8.54K $4.51M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-4.4K
- 4.72%
$23.06 - $26.41 $101K - $116K
88.8K $2.31M
IWM
Ishares Russell 2000 ETF

ETFs
-235
- 1.73%
$200.87 - $224.6 $47.2K - $52.8K
13.3K $2.94M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-2.47K
- 2.87%
$101.72 - $112.94 $251K - $279K
83.5K $9.44M
EFV
Msci Eafe Value ETF

ETFs
-2.8K
- 3.11%
$51.72 - $57.96 $145K - $162K
87.1K $5.01M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-5.51K
- 4.25%
$48.51 - $52.86 $267K - $291K
124K $6.57M
AVSD
American Centy ETF Tr Avantis

ETFs
-1.26K
- 1.83%
$53.92 - $61.11 $68K - $77.1K
67.7K $4.1M
REET
Ishares Global Reit ETF

ETFs
-6.5K
- 4.8%
$23.07 - $27.17 $150K - $177K
129K $3.44M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-4.21K
- 3.45%
$41.02 - $46.01 $173K - $194K
118K $5.36M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.74K
- 2.66%
$36.02 - $41.68 $135K - $156K
137K $5.64M
VLUE
Ishares Msci Usa Value Factor

ETFs
-2.09K
- 1.96%
$99.14 - $109.18 $207K - $228K
105K $11.4M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-258
- 0.13%
$26.43 - $29.86 $6.82K - $7.7K
205K $6.06M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-914
- 1.59%
$111.9 - $124.28 $102K - $114K
56.5K $6.98M
TSLA
Tesla, Inc.

Consumer Cyclical
-753
- 5.64%
$191.76 - $263.26 $144K - $198K
12.6K $3.3M
USRT
Ishares Core U.S. Reit ETF

ETFs
-3.87K
- 3.43%
$53.07 - $62.66 $206K - $243K
109K $6.71M
FNDC
Schwab Fundamental Intl Small

ETFs
-2.08K
- 0.57%
$33.85 - $38.5 $70.4K - $80.1K
365K $13.9M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-11.5K
- 1.69%
$38.51 - $41.69 $443K - $480K
668K $27.8M
AAPL
Apple Inc.

Technology
-1.74K
- 2.04%
$207.23 - $234.82 $361K - $409K
83.6K $19.5M
VBR
Vanguard Small Cap Value ETF

ETFs
-5.75K
- 2.63%
$179.99 - $201.6 $1.04M - $1.16M
213K $42.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-38.3K
- 1.77%
$31.05 - $34.29 $1.19M - $1.31M
2.12M $72.6M
AVUV
American Centy ETF Tr Avantis

ETFs
-59.1K
- 1.62%
$88.24 - $99.7 $5.21M - $5.89M
3.6M $345M
Activity Summary
Buys All Purchases 112 New Holdings 23 Increased Positions 89 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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