Meridian Wealth Management, LLC ETF Ser Solutions Aptus Define Transaction History

Meridian Wealth Management, LLC

$2 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 08, 2024	BUY	$25.67 - $27.44 $195,092 - $208,544	7,600 New	7,600 $205,000
Q4 2023 Feb 08, 2024	SELL	$22.7 - $25.39 $18,137 - $20,286	-799 Reduced 5.75%	13,098 $330,000
Q3 2023 Oct 17, 2023	SELL	$23.24 - $25.38 $409,744 - $447,474	-17,631 Reduced 55.92%	13,897 $323,000
Q2 2023 Aug 02, 2023	SELL	$24.7 - $26.11 $116,732 - $123,395	-4,726 Reduced 13.04%	31,528 $783,000
Q1 2023 May 12, 2023	SELL	$25.32 - $26.32 $119,231 - $123,940	-4,709 Reduced 11.5%	36,254 $941,000
Q4 2022 Feb 13, 2023	SELL	$25.0 - $26.28 $166,400 - $174,919	-6,656 Reduced 13.98%	40,963 $1.05 Million
Q3 2022 Nov 14, 2022	SELL	$25.33 - $27.42 $751,389 - $813,386	-29,664 Reduced 38.38%	47,619 $1.21 Million
Q2 2022 Aug 05, 2022	BUY	$25.92 - $27.88 $2 Million - $2.15 Million	77,283 New	77,283 $2.03 Million

Others Institutions Holding DRSK

# of Institutions

69

Shares Held

33.8M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

7.81M
Shares

$216 Million
3.52% of portfolio
Integrated Wealth Concepts LLC

3.48M
Shares

$96.1 Million
1.26% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

2.85M
Shares

$78.7 Million
0.11% of portfolio
Brookstone Capital Management

2.79M
Shares

$77.1 Million
1.31% of portfolio
Sugarloaf Wealth Management, LLC

2.34M
Shares

$64.6 Million
13.42% of portfolio

About ETF SER SOLUTIONS APTUS DEFINE

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