Meridian Wealth Management, LLC Utilities Sector Spdr Transaction History

Meridian Wealth Management, LLC

  • $2 Billion
  • Q3 2024

A detailed history of Meridian Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 11,618 shares of XLU stock, worth $935,132. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,618
Previous 10,163 14.32%
Holding current value
$935,132
Previous $692,000 35.55%
% of portfolio
0.05%
Previous 0.08%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $98,459 - $117,534
1,455 Added 14.32%
11,618 $938,000
Q2 2024

Aug 08, 2024
BUY
$62.77 - $72.87 $637,931 - $740,577
10,163 New
10,163 $692,000
Q2 2023

Aug 02, 2023
SELL
$64.34 - $69.97 $7,077 - $7,696
-110 Reduced 1.36%
7,961 $520,000
Q1 2023

May 12, 2023
SELL
$63.7 - $72.08 $206,833 - $234,043
-3,247 Reduced 28.69%
8,071 $546,000
Q4 2022

Feb 13, 2023
SELL
$61.52 - $72.67 $2,706 - $3,197
-44 Reduced 0.39%
11,318 $797,000
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $189,389 - $225,844
2,891 Added 34.13%
11,362 $744,000
Q2 2022

Aug 05, 2022
BUY
$64.87 - $76.96 $49,820 - $59,105
768 Added 9.97%
8,471 $594,000
Q1 2022

May 12, 2022
BUY
$65.03 - $74.54 $260 - $298
4 Added 0.05%
7,703 $574,000
Q4 2021

Jan 27, 2022
SELL
$63.88 - $71.58 $31,684 - $35,503
-496 Reduced 6.05%
7,699 $551,000
Q3 2021

Oct 15, 2021
BUY
$63.56 - $70.07 $97,818 - $107,837
1,539 Added 23.12%
8,195 $523,000
Q2 2021

Jul 22, 2021
BUY
$63.23 - $67.72 $420,858 - $450,744
6,656 New
6,656 $421,000
Q3 2019

Nov 08, 2019
SELL
$62.5 - $64.93 $33,375 - $34,672
-534 Closed
0 $0
Q2 2019

Jul 19, 2019
BUY
N/A
24 Added 4.71%
534 $319,000
Q1 2019

May 15, 2019
BUY
N/A
510 New
510 $297,000

Others Institutions Holding XLU

# of Institutions
1,482
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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