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

Meridian Wealth Management, LLC

$2 Billion
Q3 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

101M

Call Options Held

0

Put Options Held

0

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
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