Meridian Wealth Management, LLC Invesco Bulletshares 2029 Muni Transaction History

Meridian Wealth Management, LLC

  • $2.03 Billion
  • Q1 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 21,739 shares of BSMT stock, worth $489,562. This represents 0.02% of its overall portfolio holdings.

Number of Shares
21,739
Previous 16,339 33.05%
Holding current value
$489,562
Previous $374,000 32.09%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
94
Shares Held
5.96M
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
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