Merriman Wealth Management, LLC Ishares Tresg Screened S&P Sma Transaction History
Merriman Wealth Management, LLC
- $2.2 Billion
- Q2 2024
A detailed history of Merriman Wealth Management, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 36,516 shares of XJR stock, worth $1.5 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
36,516
Previous 37,237
1.94%
Holding current value
$1.5 Million
Previous $1.46 Million
5.21%
% of portfolio
0.06%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding XJR
# of Institutions
62Shares Held
606KCall Options Held
0Put Options Held
0-
Franklin Resources Inc San Mateo, CA53KShares$2.18 Million0.0% of portfolio
-
Bailard, Inc.45KShares$1.85 Million0.05% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA37.9KShares$1.56 Million1.21% of portfolio
-
Cambridge Investment Research Advisors, Inc.34.3KShares$1.41 Million0.0% of portfolio
-
Jane Street Group, LLC New York, NY31.9KShares$1.31 Million0.0% of portfolio