Merriman Wealth Management, LLC Global X Fds Adaptive U S Fact Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
A detailed history of Merriman Wealth Management, LLC transactions in Global X Fds Adaptive U S Fact stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 18,690 shares of AUSF stock, worth $866,468. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,690
Previous 19,716
5.2%
Holding current value
$866,468
Previous $841,000
6.78%
% of portfolio
0.03%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding AUSF
# of Institutions
71Shares Held
11MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC4.56MShares$212 Million0.37% of portfolio
-
Waddell & Associates, LLC1.46MShares$67.6 Million7.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC729KShares$33.8 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC696KShares$32.3 Million0.04% of portfolio
-
Tidemark, LLC San Diego, CA327KShares$15.2 Million5.04% of portfolio