Merriman Wealth Management, LLC Renaissance Cap Greenwich Fds Transaction History

Merriman Wealth Management, LLC

  • $2.36 Billion
  • Q3 2024

A detailed history of Merriman Wealth Management, LLC transactions in Renaissance Cap Greenwich Fds stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 18,054 shares of IPO stock, worth $792,028. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,054
Holding current value
$792,028
% of portfolio
0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$35.82 - $43.29 $646,694 - $781,557
18,054 New
18,054 $774,000
Q1 2020

Apr 22, 2020
SELL
$21.62 - $35.14 $648,600 - $1.05 Million
-30,000 Closed
0 $0
Q4 2019

Jan 23, 2020
BUY
$27.6 - $31.53 $828,000 - $945,900
30,000 New
30,000 $933,000

Others Institutions Holding IPO

# of Institutions
63
Shares Held
811K
Call Options Held
27.5K
Put Options Held
4.2K
View Full List

About RENAISSANCE CAP GREENWICH FDS

IPO Quotes by TradingView
  • Ticker IPO
  • Sector ETFs
  • Industry ETFs
More about IPO
Track This Portfolio

Track Merriman Wealth Management, LLC Portfolio

Follow Merriman Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merriman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email