Meridian Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Meridian Wealth Management, LLC

  • $2.07 Billion
  • Q4 2024

A detailed history of Meridian Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 5,883 shares of DSI stock, worth $600,124. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,883
Previous 6,468 9.04%
Holding current value
$600,124
Previous $703,000 7.82%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$107.41 - $115.71 $62,834 - $67,690
-585 Reduced 9.04%
5,883 $648,000
Q3 2024

Nov 12, 2024
BUY
$97.81 - $108.79 $632,635 - $703,653
6,468 New
6,468 $703,000
Q1 2024

Apr 25, 2024
BUY
$89.27 - $100.81 $30,887 - $34,880
346 Added 10.04%
3,793 $382,000
Q4 2023

Feb 08, 2024
BUY
$77.74 - $91.23 $267,969 - $314,469
3,447 New
3,447 $313,000
Q2 2022

Aug 05, 2022
BUY
$69.6 - $87.62 $832,903 - $1.05 Million
11,967 New
11,967 $860,000

Others Institutions Holding DSI

# of Institutions
617
Shares Held
27.7M
Call Options Held
3.1K
Put Options Held
1.6K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

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