Meridian Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Meridian Wealth Management, LLC

$2.53 Billion
Q3 2025

A detailed history of Meridian Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 10,308 shares of LMBS stock, worth $514,987. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,308

Previous 6,745 52.82%

Holding current value

$514,987

Previous $332,000 54.52%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$49.05 - $49.99 $174,765 - $178,114	3,563 Added 52.82%	10,308 $513,000
Q2 2025 Aug 08, 2025	SELL	$48.5 - $49.35 $33,222 - $33,804	-685 Reduced 9.22%	6,745 $332,000
Q1 2025 May 12, 2025	SELL	$48.31 - $49.23 $427,253 - $435,390	-8,844 Reduced 54.34%	7,430 $365,000
Q4 2024 Feb 06, 2025	SELL	$48.48 - $49.47 $224,607 - $229,194	-4,633 Reduced 22.16%	16,274 $792,000
Q3 2024 Nov 12, 2024	SELL	$47.95 - $49.61 $167,345 - $173,138	-3,490 Reduced 14.31%	20,907 $1.03 Million

Q2 2024 Aug 08, 2024	BUY	$47.58 - $48.41 $1.16 Million - $1.18 Million	24,397 New	24,397 $1.17 Million
Q4 2023 Feb 08, 2024	BUY	$46.58 - $48.36 $2.05 Million - $2.12 Million	43,922 New	43,922 $2.12 Million

Others Institutions Holding LMBS

# of Institutions

455

Shares Held

89.9M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

Track This Portfolio

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.

Account

Meridian Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History