LRI Investments’s Mercer International MERC Stock Holding History

LRI Investments’s Portfolio MERC Stock Details MERC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.4K	Buy	+37,000	New	+$36.8K	﹤0.01%	711

Other funds holding MERC

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return