Meridian Wealth Management, LLC Invesco Bulletshares 2027 Muni Transaction History

Meridian Wealth Management, LLC

  • $2.53 Billion
  • Q3 2025

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 38,953 shares of BSMR stock, worth $922,017. This represents 0.04% of its overall portfolio holdings.

Number of Shares
38,953
Previous 33,632 15.82%
Holding current value
$922,017
Previous $789,000 16.73%
% of portfolio
0.04%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$23.46 - $23.77 $124,830 - $126,480
5,321 Added 15.82%
38,953 $921,000
Q1 2025

May 12, 2025
SELL
$23.49 - $23.77 $45,852 - $46,399
-1,952 Reduced 5.49%
33,632 $792,000
Q4 2024

Feb 06, 2025
BUY
$23.55 - $23.9 $74,512 - $75,619
3,164 Added 9.76%
35,584 $839,000
Q3 2024

Nov 12, 2024
BUY
$23.41 - $23.78 $45,368 - $46,085
1,938 Added 6.36%
32,420 $768,000
Q2 2024

Aug 08, 2024
BUY
$23.32 - $23.62 $710,840 - $719,984
30,482 New
30,482 $715,000
Q4 2023

Feb 08, 2024
BUY
$22.68 - $23.9 $421,802 - $444,492
18,598 New
18,598 $444,000

Others Institutions Holding BSMR

# of Institutions
130
Shares Held
8.17M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2027 MUNI

BSMR Quotes by TradingView
  • Ticker BSMR
  • Sector ETFs
  • Industry ETFs
More about BSMR
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