A detailed history of Meridian Wealth Management, LLC transactions in Spdr S&P Regional Banking ETF stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 5,517 shares of KRE stock, worth $321,696. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,517
Previous 5,680 2.87%
Holding current value
$321,696
Previous $278,000 12.23%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 12, 2024

SELL
$47.94 - $59.23 $7,814 - $9,654
-163 Reduced 2.87%
5,517 $312,000
Q2 2024

Aug 08, 2024

BUY
$45.75 - $51.19 $259,860 - $290,759
5,680 New
5,680 $278,000
Q4 2023

Feb 08, 2024

BUY
$38.57 - $53.82 $27,268 - $38,050
707 Added 14.17%
5,698 $298,000
Q3 2023

Oct 17, 2023

BUY
$40.59 - $49.04 $202,584 - $244,758
4,991 New
4,991 $208,000
Q4 2018

Feb 05, 2019

SELL
N/A
-4,471 Closed
0 $0
Q3 2018

Oct 19, 2018

BUY
N/A
4,471 New
4,471 $266,000

Others Institutions Holding KRE

About SPDR S&P REGIONAL BANKING ETF


  • Ticker KRE
  • Sector ETFs
  • Industry ETFs
More about KRE
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.