Meridian Wealth Advisors, LLC Industrial Sector Spdr Transaction History

Meridian Wealth Advisors, LLC

  • $536 Million
  • Q3 2024

A detailed history of Meridian Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 4,895 shares of XLI stock, worth $656,713. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,895
Previous 4,895 -0.0%
Holding current value
$656,713
Previous $596,000 11.07%
% of portfolio
0.12%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023
SELL
$100.74 - $110.75 $25,185 - $27,687
-250 Reduced 4.86%
4,895 $496,000
Q4 2020

May 07, 2021
BUY
$74.87 - $89.65 $385,206 - $461,249
5,145 New
5,145 $456,000
Q4 2020

Feb 16, 2021
SELL
$74.87 - $89.65 $385,206 - $461,249
-5,145 Closed
0 $0
Q3 2020

Nov 16, 2020
BUY
$67.14 - $79.9 $100,710 - $119,850
1,500 Added 41.15%
5,145 $396,000
Q1 2020

May 15, 2020
SELL
$48.77 - $85.23 $40,479 - $70,740
-830 Reduced 18.55%
3,645 $215,000
Q4 2018

Feb 14, 2019
BUY
N/A
4,475 New
4,475 $288,000

Others Institutions Holding XLI

# of Institutions
1,438
Shares Held
131M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Meridian Wealth Advisors, LLC Portfolio

Follow Meridian Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email