Meridian Wealth Management, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Meridian Wealth Management, LLC
- $2.53 Billion
- Q3 2025
A detailed history of Meridian Wealth Management, LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 5,565 shares of DSEP stock, worth $246,306. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,565
Previous 6,190
10.1%
Holding current value
$246,306
Previous $262,000
6.49%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding DSEP
# of Institutions
105Shares Held
2.95MCall Options Held
0Put Options Held
0-
Reap Financial Group, LLC Austin, TX271KShares$12 Million2.6% of portfolio
-
Spectrum Asset Management, Inc.267KShares$11.8 Million4.44% of portfolio
-
Kestra Advisory Services, LLC180KShares$7.96 Million0.04% of portfolio
-
Envestnet Asset Management Inc152KShares$6.72 Million0.0% of portfolio
-
Ausdal Financial Partners, Inc. Davenport, IA124KShares$5.48 Million0.3% of portfolio