Meridian Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Meridian Wealth Management, LLC

  • $2 Billion
  • Q3 2024

A detailed history of Meridian Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 3,321 shares of SPTM stock, worth $236,720. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,321
Previous 3,321 -0.0%
Holding current value
$236,720
Previous $220,000 5.45%
% of portfolio
0.01%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$60.69 - $66.83 $201,551 - $221,942
3,321 New
3,321 $220,000
Q4 2023

Feb 08, 2024
BUY
$50.31 - $58.65 $175,129 - $204,160
3,481 New
3,481 $203,000
Q3 2019

Nov 08, 2019
SELL
$36.53 - $37.33 $291,290 - $297,669
-7,974 Closed
0 $0
Q2 2019

Jul 19, 2019
BUY
N/A
2,400 Added 43.06%
7,974 $2.91 Million
Q1 2019

May 15, 2019
BUY
N/A
5,574 New
5,574 $1.96 Million

Others Institutions Holding SPTM

# of Institutions
630
Shares Held
85M
Call Options Held
949K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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