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Merriman Wealth Management LLC Has $341,000 Stock Holdings in The Boeing Company (NYSE:BA)

Merriman Wealth Management LLC trimmed its position in shares of The Boeing Company (NYSE:BA – Free Report) by 9.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,604 shares of the aircraft producer’s stock after selling 163 shares […]

Merriman Wealth Management LLC Acquires 5,909 Shares of iShares Global REIT ETF (NYSEARCA:REET)

Merriman Wealth Management LLC Acquires 5,909 Shares of iShares Global REIT ETF (NYSEARCA:REET)
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Merriman Wealth Management LLC Sells 3,192 Shares of Avantis Responsible Emerging Markets Equity ETF (NYSEARCA:AVSE)

Merriman Wealth Management LLC trimmed its position in Avantis Responsible Emerging Markets Equity ETF (NYSEARCA:AVSE – Free Report) by 20.5% during the first quarter, according to its most recent 13F filing with the SEC. The fund owned 12,411 shares of the company’s stock after selling 3,192 shares during the period. Merriman Wealth Management LLC owned […]

iShares MSCI EAFE ETF (NYSEARCA:EFA) Shares Sold by Commerce Bank

Commerce Bank lowered its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 0.8% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 416,561 shares of the exchange traded fund’s stock after selling 3,185 shares during the period. Commerce Bank owned 0.06% of iShares […]

3,985 Shares in The Southern Company (NYSE:SO) Purchased by Merriman Wealth Management LLC

Merriman Wealth Management LLC purchased a new stake in The Southern Company (NYSE:SO – Free Report) in the first quarter, HoldingsChannel.com reports. The institutional investor purchased 3,985 shares of the utilities provider’s stock, valued at approximately $277,000. Other institutional investors have also recently made changes to their positions in the company. Bell Investment Advisors Inc […]

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