Collaborative Wealth Managment »

Merck & Co shares owned by Collaborative Wealth Managment

Quarter-by-quarter ownership of Merck & Co (MRK) shares owned by Collaborative Wealth Managment from 13F filings

Historical chart of Collaborative Wealth Managment investment in Merck & Co

Tip: Access up to 7 years of quarterly data

All positions including Merck & Co held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Merck & Co by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-03-31 $251k 1.9k 131.97
2023-12-31 $207k 1.9k 109.04
2023-09-30 $238k 2.3k 102.95
2023-06-30 $205k 1.8k 115.40

More positions owned by Collaborative Wealth Managment

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Global X Fds Us Pfd Etf (PFFD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Wisdomtree Tr Us Hgh Yld Corp (WFHY)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfli Tips Etf (SPIP)
Apple (AAPL)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)

View all positions for Collaborative Wealth Managment

Top funds holding Merck & Co

Vanguard Group
Wellington Management Company
Bank of America Corporation
Charles Schwab Investment Management
T. Rowe Price Associates
Norges Bank Investment Management
Jpmorgan Chase & Co
Legal & General Group
Deutsche Bank Aktiengesellschaft
Bank of New York Mellon
Wells Fargo & Company
Royal Bank of Canada
UBS Group
State Farm Mutual Automobile Insurance Company
Fisher Investments

View all funds holding Merck & Co