Merriman Wealth Management, LLC Renaissance Cap Greenwich Fds Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 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 17,373 shares of IPO stock, worth $904,438. This represents 0.03% of its overall portfolio holdings.
Number of Shares
17,373
Previous 18,054
3.77%
Holding current value
$904,438
Previous $774,000
2.33%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IPO
# of Institutions
70Shares Held
711KCall Options Held
26.7KPut Options Held
200-
Tradition Wealth Management, LLC137KShares$7.11 Million0.54% of portfolio
-
Goldman Sachs Group Inc New York, NY103KShares$5.36 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL68.6KShares$3.57 Million0.01% of portfolio
-
Sfi Advisors, LLC Montclair, NJ63.3KShares$3.3 Million2.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC62.7KShares$3.27 Million0.0% of portfolio