Meridian Wealth Management, LLC Invesco Bulletshares 2029 Muni Transaction History

Meridian Wealth Management, LLC

  • $2.26 Billion
  • Q2 2025

A detailed history of Meridian Wealth Management, LLC transactions in Invesco Bulletshares 2029 Muni stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 26,155 shares of BSMT stock, worth $605,488. This represents 0.03% of its overall portfolio holdings.

Number of Shares
26,155
Previous 21,739 20.31%
Holding current value
$605,488
Previous $494,000 20.04%
% of portfolio
0.03%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$22.22 - $22.92 $98,123 - $101,214
4,416 Added 20.31%
26,155 $593,000
Q1 2025

May 12, 2025
BUY
$22.66 - $23.19 $122,364 - $125,226
5,400 Added 33.05%
21,739 $494,000
Q3 2024

Nov 12, 2024
BUY
$22.87 - $23.34 $103,326 - $105,450
4,518 Added 38.22%
16,339 $380,000
Q2 2024

Aug 08, 2024
BUY
$22.73 - $23.17 $268,691 - $273,892
11,821 New
11,821 $270,000

Others Institutions Holding BSMT

# of Institutions
99
Shares Held
6.22M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO BULLETSHARES 2029 MUNI

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