Merriman Wealth Management, LLC Ishares Tresg Screened S&P Sma Call Options Transaction History
Merriman Wealth Management, LLC
- $2.3 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding XJR
# of Institutions
83Shares Held
800KCall Options Held
0Put Options Held
0-
Bailard, Inc.69.7KShares$2.84 Million0.07% of portfolio
-
Franklin Resources Inc San Mateo, CA58.7KShares$2.39 Million0.0% of portfolio
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Highland Financial Advisors, LLC38.4KShares$1.56 Million0.49% of portfolio
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Better Money Decisions, LLC33KShares$1.34 Million0.83% of portfolio
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Biltmore Family Office, LLC32KShares$1.3 Million0.21% of portfolio