Merriman Wealth Management, LLC OEF Holdings History
Merriman Wealth Management, LLC's iShares S&P 100 ETF Holding Summary
As of 2024-12-31, Merriman Wealth Management, LLC held 749,310.00 shares of iShares S&P 100 ETF(OEF), totaling $216.44 Mil. This investment constitutes 9.01% of their stock portfolio, and Merriman Wealth Management, LLC now holds 1.45% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2020Q2. And since then Merriman Wealth Management, LLC has made 7 purchases of OEF, at an average price of $208.67, for a total of 1.38 Mil shares. In addition, there have been 7 sales at an average price of $206.29 for 630,807.00 shares. Based on historical transaction data and OEF's current price of $313.02, Merriman Wealth Management, LLC's estimated gain on his OEF holdings is $76.70 Mil, reflecting a 26.63% gain to date.
Merriman Wealth Management, LLC OEF ($313.02) Holding Chart
Merriman Wealth Management, LLC OEF ($313.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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