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 $1.62 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

29,319

Previous 30,461 3.75%

Holding current value

$1.62 Million

Previous $1.6 Million 1.07%

% of portfolio

0.08%

Previous 0.19%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

141

Shares Held

9.1M

Call Options Held

Put Options Held

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About INVESCO S&P SMALLCAP VALUE WIT

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