Meristem Family Wealth, LLC Closed Positions in Q3 2022

Meristem Family Wealth, LLC

  • $0
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
-1.54K
Closed
$275.2 - $451.02 $424K - $694K
0 $0
EEM
Ishares Msci Emerging Markets

ETFs
-15.3K
Closed
$34.88 - $41.05 $533K - $627K
0 $0
AAP
Advance Auto Parts Inc

Consumer Cyclical
-3.3K
Closed
$156.34 - $209.98 $515K - $692K
0 $0
GE
General Electric CO

Industrials
-7.28K
Closed
$61.09 - $81.07 $445K - $590K
0 $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5.88K
Closed
$94.88 - $110.28 $558K - $648K
0 $0
ECL
Ecolab Inc.

Basic Materials
-3.74K
Closed
$144.03 - $177.02 $538K - $662K
0 $0
HUBS
Hubspot Inc

Technology
-1.38K
Closed
$263.97 - $407.07 $364K - $561K
0 $0
SLB
Schlumberger Limited

Energy
-15.8K
Closed
$31.33 - $40.38 $496K - $639K
0 $0
C
Citigroup Inc

Financial Services
-12.3K
Closed
$27.25 - $52.59 $334K - $644K
0 $0
IBM
International Business Machines Corp

Technology
-5.02K
Closed
$118.81 - $141.12 $596K - $708K
0 $0
DSI
Ishares Msci Kld 400 Social Et

ETFs
-7.46K
Closed
$66.97 - $81.69 $499K - $609K
0 $0
WD
Walker & Dunlop, Inc.

Financial Services
-4.93K
Closed
$83.59 - $114.38 $412K - $564K
0 $0
IXN
Ishares Global Information Tec

ETFs
-10.9K
Closed
$42.18 - $53.88 $461K - $589K
0 $0
NFLX
Netflix Inc

Communication Services
-1.69K
Closed
$174.45 - $249.11 $294K - $420K
0 $0
BX
Blackstone Inc.

Financial Services
-4.86K
Closed
$81.95 - $108.79 $398K - $528K
0 $0
CB
Chubb LTD

Financial Services
-2.82K
Closed
$174.74 - $202.41 $492K - $570K
0 $0
TXN
Texas Instruments Inc

Technology
-3.27K
Closed
$148.54 - $185.4 $486K - $606K
0 $0
BAC
Bank Of America Corp

Financial Services
-14.4K
Closed
$18.8 - $35.27 $271K - $508K
0 $0
EL
Estee Lauder Companies Inc

Consumer Defensive
-2.18K
Closed
$215.9 - $281.62 $471K - $615K
0 $0
UPS
United Parcel Service Inc

Industrials
-2.73K
Closed
$161.54 - $208.05 $441K - $569K
0 $0
VOT
Vanguard Mid Cap Growth Index

ETFs
-2.55K
Closed
$170.12 - $208.72 $434K - $532K
0 $0
VPU
Vanguard Utilities ETF

ETFs
-3.4K
Closed
$142.26 - $169.41 $484K - $577K
0 $0
TRV
Travelers Companies, Inc.

Financial Services
-3.01K
Closed
$150.6 - $174.11 $453K - $523K
0 $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.12K
Closed
$95.54 - $104.23 $489K - $533K
0 $0
T
At&T Inc.

Communication Services
-23.1K
Closed
$15.34 - $23.1 $354K - $534K
0 $0
NOW
Service Now, Inc.

Technology
-975
Closed
$370.1 - $516.2 $361K - $503K
0 $0
VB
Vanguard Small Cap ETF

ETFs
-2.55K
Closed
$170.45 - $206.62 $434K - $526K
0 $0
AWK
American Water Works Company, Inc.

Utilities
-3.25K
Closed
$130.16 - $159.5 $423K - $518K
0 $0
GGG
Graco Inc

Industrials
-7.71K
Closed
$57.9 - $71.1 $447K - $548K
0 $0
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-17.5K
Closed
$25.33 - $28.35 $444K - $497K
0 $0
THC
Tenet Healthcare Corp

Healthcare
-5.85K
Closed
$49.62 - $66.98 $290K - $392K
0 $0
DOW
Dow Inc.

Basic Materials
-7.87K
Closed
$43.39 - $56.11 $341K - $441K
0 $0
VDC
Vanguard Consumer Staples ETF

ETFs
-2.55K
Closed
$171.79 - $199.02 $438K - $507K
0 $0
HLI
Houlihan Lokey, Inc.

Financial Services
-5.6K
Closed
$75.03 - $88.87 $420K - $498K
0 $0
EPD
Enterprise Products Partners L.P.

Energy
-18.7K
Closed
$22.91 - $27.31 $429K - $511K
0 $0
AMGN
Amgen Inc

Healthcare
-1.98K
Closed
$224.46 - $253.15 $445K - $502K
0 $0
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-3.83K
Closed
$100.74 - $123.41 $386K - $473K
0 $0
TWLO
Twilio Inc

Communication Services
-2.9K
Closed
$65.94 - $98.19 $191K - $284K
0 $0
KNSL
Kinsale Capital Group, Inc.

Financial Services
-2.08K
Closed
$219.51 - $284.45 $457K - $593K
0 $0
VV
Vanguard Large Cap ETF

ETFs
-2.27K
Closed
$163.56 - $196.95 $371K - $446K
0 $0
FRC
First Republic Bank

Financial Services
-2.91K
Closed
$17.63 - $162.71 $51.4K - $474K
0 $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-6.98K
Closed
$57.83 - $67.03 $404K - $468K
0 $0
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-10.6K
Closed
$37.67 - $44.3 $398K - $468K
0 $0
DUK
Duke Energy Corp

Utilities
-4.19K
Closed
$24.9 - $110.88 $104K - $465K
0 $0
MELI
Mercadolibre Inc

Consumer Cyclical
-390
Closed
$653.63 - $1082.66 $255K - $422K
0 $0
SHW
Sherwin Williams CO

Basic Materials
-1.85K
Closed
$204.75 - $259.01 $378K - $479K
0 $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
-7.34K
Closed
$54.83 - $65.96 $403K - $484K
0 $0
MRVL
Marvell Technology, Inc.

Technology
-6.4K
Closed
$42.55 - $58.22 $272K - $373K
0 $0
F
Ford Motor CO

Consumer Cyclical
-27.2K
Closed
$11.06 - $25.12 $300K - $682K
0 $0
Activity Summary
Buys All Purchases 1 New Holdings 1 Increased Positions 0 Sells All Sells 337 Reductions 0 Sold out 337 Options Calls 0 Puts 0
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