Meridian Wealth Advisors, LLC SPY Holdings History
Meridian Wealth Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Meridian Wealth Advisors, LLC held 33,602.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $18.80 Mil. This investment constitutes 3.19% of their stock portfolio, and Meridian Wealth Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then Meridian Wealth Advisors, LLC has made 15 purchases of SPY, at an average price of $331.22, for a total of 45,612.00 shares. In addition, there have been 10 sales at an average price of $381.88 for 12,010.00 shares. Based on historical transaction data and SPY's current price of $634.21, Meridian Wealth Advisors, LLC's estimated gain on his SPY holdings is $10.79 Mil, reflecting a 71.42% gain to date.
Meridian Wealth Advisors, LLC SPY ($634.21) Holding Chart
Meridian Wealth Advisors, LLC SPY ($634.21) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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