Merriman Wealth Management’s American Century Large Cap Equity ETF ACLC Stock Holding History

Merriman Wealth Management's ACLC Position: Q4 2024 in Review

Merriman Wealth Management increased its American Century Large Cap Equity ETF (ACLC) stake by 4% in Q4 2024, buying an estimated $713K and bringing the position to 261,334 shares worth $18.4M. The position accounts for 0.77% of the portfolio, ranked #24.

Merriman Wealth Management first reported a position in ACLC in Q1 2021 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold ACLC as of Q4 2024.

• Merriman Wealth Management held 261,334 shares of American Century Large Cap Equity ETF worth $18.4M as of Q4 2024.
• Merriman Wealth Management bought 9,979 American Century Large Cap Equity ETF shares in Q4 2024, an estimated $713K.
• American Century Large Cap Equity ETF made up 0.77% of Merriman Wealth Management's portfolio in Q4 2024, its #24 holding.
• Merriman Wealth Management first reported a position in American Century Large Cap Equity ETF in Q1 2021 and has held it in 8 quarters since.
• 24 funds tracked by Wall St. Rank held American Century Large Cap Equity ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.