Meridian Wealth Management, LLC Invesco Bulletshares 2028 Muni Transaction History
Meridian Wealth Management, LLC
- $2 Billion
- Q3 2024
A detailed history of Meridian Wealth Management, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 17,252 shares of BSMS stock, worth $401,281. This represents 0.02% of its overall portfolio holdings.
Number of Shares
17,252
Previous 12,787
34.92%
Holding current value
$401,281
Previous $297,000
36.7%
% of portfolio
0.02%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding BSMS
# of Institutions
74Shares Held
3.33MCall Options Held
0Put Options Held
0-
Confluence Investment Management LLC270KShares$6.27 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC253KShares$5.88 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA213KShares$4.95 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC194KShares$4.5 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA191KShares$4.45 Million0.0% of portfolio