Meridian Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History

Meridian Wealth Management, LLC

$820 Million
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	SELL	$40.92 - $44.8 $21,073 - $23,072	-515 Reduced 9.7%	4,792 $213,000
Q2 2023 Aug 02, 2023	SELL	$44.02 - $45.59 $107,276 - $111,102	-2,437 Reduced 31.47%	5,307 $234,000
Q4 2022 Feb 13, 2023	SELL	$42.11 - $45.11 $81,188 - $86,972	-1,928 Reduced 19.93%	7,744 $340,000
Q3 2022 Nov 14, 2022	SELL	$43.21 - $47.71 $14,950 - $16,507	-346 Reduced 3.45%	9,672 $421,000
Q2 2022 Aug 05, 2022	SELL	$45.24 - $49.52 $21,579 - $23,621	-477 Reduced 4.55%	10,018 $465,000
Q1 2022 May 12, 2022	SELL	$49.18 - $52.9 $8,901 - $9,574	-181 Reduced 1.7%	10,495 $520,000
Q4 2021 Jan 27, 2022	BUY	$52.94 - $53.71 $36,263 - $36,791	685 Added 6.86%	10,676 $568,000
Q3 2021 Oct 15, 2021	SELL	$53.5 - $54.31 $267 - $271	-5 Reduced 0.05%	9,991 $535,000
Q2 2021 Jul 22, 2021	SELL	$52.93 - $53.72 $2,911 - $2,954	-55 Reduced 0.55%	9,996 $536,000
Q1 2021 May 07, 2021	BUY	$52.76 - $54.76 $23,847 - $24,751	452 Added 4.71%	10,051 $531,000
Q4 2020 Jan 19, 2021	BUY	$54.65 - $55.37 $524,585 - $531,496	9,599 New	9,599 $525,000

Others Institutions Holding FIXD

# of Institutions

352

Shares Held

97.9M

Call Options Held

0

Put Options Held

0

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

Track This Portfolio

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.