Meridian Wealth Management, LLC Invesco Bulletshares 2028 Muni Transaction History

Meridian Wealth Management, LLC

  • $2.26 Billion
  • Q2 2025

A detailed history of Meridian Wealth Management, LLC transactions in Invesco Bulletshares 2028 Muni stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 22,576 shares of BSMS stock, worth $526,020. This represents 0.02% of its overall portfolio holdings.

Number of Shares
22,576
Previous 22,576 -0.0%
Holding current value
$526,020
Previous $523,000 0.19%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$23.1 - $23.56 $122,984 - $125,433
5,324 Added 30.86%
22,576 $523,000
Q3 2024

Nov 12, 2024
BUY
$23.15 - $23.58 $103,364 - $105,284
4,465 Added 34.92%
17,252 $406,000
Q2 2024

Aug 08, 2024
BUY
$23.05 - $23.43 $294,740 - $299,599
12,787 New
12,787 $297,000

Others Institutions Holding BSMS

# of Institutions
104
Shares Held
5.23M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2028 MUNI

BSMS Quotes by TradingView
  • Ticker BSMS
  • Sector ETFs
  • Industry ETFs
More about BSMS
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