Merriman Wealth Management, LLC SPYV Holdings History
Merriman Wealth Management, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2024-12-31, Merriman Wealth Management, LLC held - shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Merriman Wealth Management, LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2023Q4. And since then Merriman Wealth Management, LLC has made 1 purchases of SPYV, at an average price of $43.13, for a total of 134,882.00 shares. In addition, there have been 4 sales at an average price of $52.94 for 134,882.00 shares. Based on historical transaction data and SPYV's current price of $53.60, Merriman Wealth Management, LLC's estimated gain on his SPYV holdings is $1.32 Mil, reflecting a 22.74% gain to date.
Merriman Wealth Management, LLC SPYV ($53.60) Holding Chart
Merriman Wealth Management, LLC SPYV ($53.60) 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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