Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERRIMAN WEALTH MANAGEMENT LLC | 05-14-2024 | 03-31-2024 | 202 | 2,243,655,566 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | NEW YORK MUN ETF | 301 | $348,366 | 6,474 | 0.00 | 0.00 | 441 | 7.31 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US EQT ETF | 302 | $339,173 | 3,790 | 0.00 | 0.00 | 1 | 0.03 | 03-31-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 303 | $336,145 | 1,760 | 0.00 | 0.00 | 65 | 3.83 | 03-31-2024 |
| PEPSICO INC | COM | 304 | $335,206 | 1,899 | 0.00 | 0.00 | 27 | 1.44 | 03-31-2024 |
