Merriman Wealth Management, LLC American Centy ETF Tr Sustaina Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
A detailed history of Merriman Wealth Management, LLC transactions in American Centy ETF Tr Sustaina stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 261,334 shares of ESGA stock, worth $18.8 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
261,334
Previous 251,355
3.97%
Holding current value
$18.8 Million
Previous $17.7 Million
4.35%
% of portfolio
0.8%
Previous 0.75%
Shares
10 transactions
Others Institutions Holding ESGA
# of Institutions
21Shares Held
2.62MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.21MShares$158 Million0.05% of portfolio
-
Sunpointe, LLC St. Louis, MO68.7KShares$4.93 Million1.97% of portfolio
-
Midwest Trust CO Overland Park, KS25.6KShares$1.84 Million0.03% of portfolio
-
Mml Investors Services, LLC Springfield, MA7.77KShares$557,6040.0% of portfolio
-
Comerica Bank7.09KShares$509,1320.0% of portfolio