Meridian Wealth Management, LLC Invesco S&P Smallcap Value Wit Transaction History

Meridian Wealth Management, LLC

  • $2 Billion
  • Q3 2024

A detailed history of Meridian Wealth Management, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 29,319 shares of XSVM stock, worth $1.61 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
29,319
Previous 30,461 3.75%
Holding current value
$1.61 Million
Previous $1.6 Million 1.07%
% of portfolio
0.08%
Previous 0.19%

Shares

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

Nov 12, 2024
SELL
$51.3 - $59.04 $58,584 - $67,423
-1,142 Reduced 3.75%
29,319 $1.61 Million
Q2 2024

Aug 08, 2024
BUY
$51.57 - $56.54 $1.57 Million - $1.72 Million
30,461 New
30,461 $1.6 Million
Q4 2023

Feb 08, 2024
SELL
$45.09 - $55.21 $233,340 - $285,711
-5,175 Reduced 10.69%
43,254 $2.34 Million
Q3 2023

Oct 17, 2023
SELL
$45.54 - $50.67 $268,230 - $298,446
-5,890 Reduced 10.84%
48,429 $2.33 Million
Q2 2023

Aug 02, 2023
SELL
$42.07 - $47.06 $52,545 - $58,777
-1,249 Reduced 2.25%
54,319 $2.52 Million
Q1 2023

May 12, 2023
SELL
$43.13 - $52.31 $5,175 - $6,277
-120 Reduced 0.22%
55,568 $2.53 Million
Q4 2022

Feb 13, 2023
BUY
$42.21 - $50.23 $737,071 - $877,116
17,462 Added 45.68%
55,688 $2.55 Million
Q3 2022

Nov 14, 2022
BUY
$41.2 - $51.05 $175,429 - $217,370
4,258 Added 12.54%
38,226 $1.58 Million
Q2 2022

Aug 05, 2022
BUY
$44.09 - $54.47 $58,419 - $72,172
1,325 Added 4.06%
33,968 $1.51 Million
Q1 2022

May 12, 2022
BUY
$50.74 - $55.63 $1.26 Million - $1.38 Million
24,738 Added 312.94%
32,643 $1.76 Million
Q4 2021

Jan 27, 2022
BUY
$50.26 - $56.67 $397,305 - $447,976
7,905 New
7,905 $426,000

Others Institutions Holding XSVM

# of Institutions
142
Shares Held
9.34M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

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