Meridian Wealth Management, LLC Invesco Bulletshares 2027 Muni Transaction History
Meridian Wealth Management, LLC
- $2.07 Billion
- Q4 2024
A detailed history of Meridian Wealth Management, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 35,584 shares of BSMR stock, worth $842,984. This represents 0.04% of its overall portfolio holdings.
Number of Shares
35,584
Previous 32,420
9.76%
Holding current value
$842,984
Previous $768,000
9.24%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding BSMR
# of Institutions
112Shares Held
5.87MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY535KShares$12.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA328KShares$7.76 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC298KShares$7.07 Million0.0% of portfolio
-
Key F Inancial Inc274KShares$6.48 Million1.49% of portfolio
-
Atlantic Union Bankshares Corp251KShares$5.94 Million0.37% of portfolio