Merriman Wealth Management, LLC Closed Holding Positions

Merriman Wealth Management, LLC

  • $2.36 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q1 2022 Filed on Apr 28, 2022
41,389
$8.51 - $11.43 $352K - $473K
ABT
Abbott Laboratories

Healthcare
Q1 2022 Filed on Apr 28, 2022
1,653
$114.02 - $139.04 $188K - $230K
U
Unity Software Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
3,102
$74.35 - $138.65 $231K - $430K
IYW
Ishares Dj Us Tech ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
5,000
$90.78 - $115.41 $454K - $577K
JXI
Ishares Tr Global Utils ETF

ETFs
Q1 2022 Filed on Apr 28, 2022
15,000
$59.84 - $65.84 $898K - $988K
BAC
Bank Of America Corp

Financial Services
Q1 2022 Filed on Apr 28, 2022
4,914
$38.34 - $49.38 $188K - $243K
IEF
Ishares Barclays

ETFs
Q4 2021 Filed on Feb 01, 2022
2,046
$113.55 - $116.36 $232K - $238K
NLY
Annaly Capital Management Inc

Real Estate
Q4 2021 Filed on Feb 01, 2022
15,895
$7.79 - $8.73 $124K - $139K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q2 2021 Filed on Jul 28, 2021
3,591
$62.47 - $69.22 $224K - $249K
BGR
Black Rock Energy & Resources Trust

Financial Services
Q2 2021 Filed on Jul 28, 2021
74,683
$8.38 - $10.25 $626K - $766K
Invesco Actively Managed ETF
Q2 2021 Filed on Jul 28, 2021
20,303
N/A
Gold Tr
Q2 2021 Filed on Jul 28, 2021
14,774
N/A
VBK
Vanguard Small Cap Growth ETF

ETFs
Q2 2021 Filed on Jul 28, 2021
20,514
$260.67 - $292.07 $5.35M - $5.99M
Golden Nugget Online Gamin
Q1 2021 Filed on May 10, 2021
23,500
N/A
CHIQ
Global X Msci China Consumer D

ETFs
Q1 2021 Filed on May 10, 2021
23,000
$32.35 - $43.37 $744K - $998K
TLTD
Flexshares Morningstar Dev Mkt

ETFs
Q1 2021 Filed on May 10, 2021
3,859
$65.58 - $71.36 $253K - $275K
CLPT
Clear Point Neuro, Inc.

Healthcare
Q1 2021 Filed on May 10, 2021
10,560
$15.19 - $29.0 $160K - $306K
MNKD
Mannkind Corp

Healthcare
Q1 2021 Filed on May 10, 2021
14,200
$3.14 - $6.14 $44.6K - $87.2K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 10, 2021
2,009
N/A
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q1 2021 Filed on May 10, 2021
5,000
$43.55 - $58.14 $218K - $291K
VMI
Valmont Industries Inc

Industrials
Q1 2021 Filed on May 10, 2021
30,025
$173.21 - $248.51 $5.2M - $7.46M
Berkshire Hathaway Inc Del
Q1 2021 Filed on May 10, 2021
6,386
N/A
CXSE
Wisdomtree Tr China Ex State O

ETFs
Q1 2021 Filed on May 10, 2021
8,500
$62.89 - $80.87 $535K - $687K
CRM
Salesforce, Inc.

Technology
Q1 2021 Filed on May 10, 2021
44,734
$205.33 - $248.59 $9.19M - $11.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2021 Filed on May 10, 2021
36,915
$150.0 - $178.04 $5.54M - $6.57M
General Electric CO
Q1 2021 Filed on May 10, 2021
211,899
N/A
CAT
Caterpillar Inc

Industrials
Q1 2021 Filed on May 10, 2021
1,145
$180.63 - $233.63 $207K - $268K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
Q1 2021 Filed on May 10, 2021
10,265
$126.98 - $155.61 $1.3M - $1.6M
NTRA
Natera, Inc.

Healthcare
Q1 2021 Filed on May 10, 2021
2,500
$91.47 - $124.36 $229K - $311K
HNI
Hni Corp

Industrials
Q1 2021 Filed on May 10, 2021
150,100
$32.26 - $42.85 $4.84M - $6.43M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q1 2021 Filed on May 10, 2021
21,216
$63.43 - $78.45 $1.35M - $1.66M
FIBK
First Interstate Bancsystem Inc

Financial Services
Q1 2021 Filed on May 10, 2021
19,996
$38.66 - $50.82 $773K - $1.02M
PSLV
Sprott Physical Silver Trust

Financial Services
Q1 2021 Filed on May 10, 2021
20,000
$8.69 - $10.41 $174K - $208K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
2,271
$123.21 - $185.27 $280K - $421K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q4 2020 Filed on Feb 10, 2021
2,807
$91.76 - $107.36 $258K - $301K
FNDX
Schwab Fundamental U S Large C

ETFs
Q4 2020 Filed on Feb 10, 2021
173,048
$37.99 - $45.31 $6.57M - $7.84M
RODM
Hartford Multifactor Developed

ETFs
Q4 2020 Filed on Feb 10, 2021
8,301
$25.02 - $28.69 $208K - $238K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
Q4 2020 Filed on Feb 10, 2021
11,568
$8.62 - $15.29 $99.7K - $177K
Far Pt Acquisition Corp
Q3 2020 Filed on Oct 26, 2020
10,000
N/A
Oaktree Acquisition Corp
Q3 2020 Filed on Oct 26, 2020
15,000
N/A
Volt Information Sciences In
Q3 2020 Filed on Oct 26, 2020
11,487
N/A
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
Q3 2020 Filed on Oct 26, 2020
3,416
$121.4 - $137.9 $415K - $471K
IYG
Ishares Tr

ETFs
Q3 2020 Filed on Oct 26, 2020
12,338
$38.91 - $43.53 $480K - $537K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q3 2020 Filed on Oct 26, 2020
5,029
$59.39 - $68.32 $299K - $344K
Thunder Brdg Acquistion Ii L
Q3 2020 Filed on Oct 26, 2020
10,000
N/A
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 26, 2020
10,582
$36.19 - $40.8 $383K - $432K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
Q3 2020 Filed on Oct 26, 2020
4,529
$71.03 - $80.46 $322K - $364K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q2 2020 Filed on Jul 31, 2020
25,844
$45.25 - $60.5 $1.17M - $1.56M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q2 2020 Filed on Jul 31, 2020
1,056,041
$86.48 - $86.8 $91.3M - $91.7M
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