Meridian Wealth Management, LLC Invesco Bulletshares 2027 Muni Transaction History
Meridian Wealth Management, LLC
- $2 Billion
- Q3 2024
A detailed history of Meridian Wealth Management, LLC transactions in Invesco Bulletshares 2027 Muni stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 32,420 shares of BSMR stock, worth $767,381. This represents 0.04% of its overall portfolio holdings.
Number of Shares
32,420
Previous 30,482
6.36%
Holding current value
$767,381
Previous $715,000
7.41%
% of portfolio
0.04%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding BSMR
# of Institutions
93Shares Held
4.85MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY476KShares$11.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA282KShares$6.68 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC280KShares$6.64 Million0.0% of portfolio
-
Key F Inancial Inc273KShares$6.47 Million1.45% of portfolio
-
Confluence Investment Management LLC243KShares$5.76 Million0.08% of portfolio