Meridian Wealth Management, LLC First Tr ETF Viii Cboe Vest Us Transaction History

Meridian Wealth Management, LLC

  • $2 Billion
  • Q3 2024

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 6,960 shares of DSEP stock, worth $286,543. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,960
Previous 7,900 11.9%
Holding current value
$286,543
Previous $309,000 10.03%
% of portfolio
0.01%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$38.45 - $40.05 $36,143 - $37,647
-940 Reduced 11.9%
6,960 $278,000
Q2 2024

Aug 08, 2024
BUY
$37.44 - $39.12 $295,776 - $309,048
7,900 New
7,900 $309,000
Q4 2023

Feb 08, 2024
BUY
$33.34 - $36.48 $4,667 - $5,107
140 Added 1.58%
8,990 $327,000
Q3 2023

Oct 17, 2023
SELL
$33.96 - $35.19 $23,772 - $24,633
-700 Reduced 7.33%
8,850 $301,000
Q2 2023

Aug 02, 2023
SELL
$31.87 - $34.21 $25,814 - $27,710
-810 Reduced 7.82%
9,550 $326,000
Q1 2023

May 12, 2023
SELL
$30.41 - $32.21 $37,100 - $39,296
-1,220 Reduced 10.54%
10,360 $331,000
Q4 2022

Feb 13, 2023
SELL
$29.26 - $31.38 $103,434 - $110,928
-3,535 Reduced 23.39%
11,580 $354,000
Q3 2022

Nov 14, 2022
SELL
$29.36 - $31.52 $135,643 - $145,622
-4,620 Reduced 23.41%
15,115 $444,000
Q2 2022

Aug 05, 2022
BUY
$30.13 - $32.87 $594,615 - $648,689
19,735 New
19,735 $598,000

Others Institutions Holding DSEP

# of Institutions
83
Shares Held
2.31M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII CBOE VEST US

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

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, 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 Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email