Meridian Wealth Management, LLC Spdr Ser Tr Factset Innovative Transaction History

Meridian Wealth Management, LLC

$820 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$103.54 - $160.36 $786,696 - $1.22 Million	-7,598 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$127.82 - $191.5 $63,910 - $95,750	500 Added 7.04%	7,598 $1.16 Million
Q4 2021 Jan 27, 2022	BUY	$185.35 - $234.71 $54,122 - $68,535	292 Added 4.29%	7,098 $1.36 Million
Q3 2021 Oct 15, 2021	BUY	$208.2 - $233.01 $28,939 - $32,388	139 Added 2.08%	6,806 $1.47 Million
Q2 2021 Jul 22, 2021	BUY	$188.57 - $230.21 $183,101 - $223,533	971 Added 17.05%	6,667 $1.51 Million
Q1 2021 May 07, 2021	BUY	$202.31 - $262.15 $66,964 - $86,771	331 Added 6.17%	5,696 $1.19 Million
Q4 2020 Jan 19, 2021	BUY	$169.47 - $224.51 $96,597 - $127,970	570 Added 11.89%	5,365 $1.15 Million
Q3 2020 Oct 09, 2020	BUY	$148.91 - $180.92 $714,023 - $867,511	4,795 New	4,795 $809,000

Others Institutions Holding XITK

# of Institutions

44

Shares Held

604K

Call Options Held

0

Put Options Held

50K

About SPDR SER TR FACTSET INNOVATIVE

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