Meridian Wealth Advisors, LLC USMV Holdings History
Meridian Wealth Advisors, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Meridian Wealth Advisors, LLC held 122,165.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $11.44 Mil. This investment constitutes 1.94% of their stock portfolio, and Meridian Wealth Advisors, LLC now holds 0.05% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q4. And since then Meridian Wealth Advisors, LLC has made 12 purchases of USMV, at an average price of $59.65, for a total of 207,493.00 shares. In addition, there have been 13 sales at an average price of $74.53 for 85,328.00 shares. Based on historical transaction data and USMV's current price of $93.97, Meridian Wealth Advisors, LLC's estimated gain on his USMV holdings is $5.46 Mil, reflecting a 44.13% gain to date.
Meridian Wealth Advisors, LLC USMV ($93.97) Holding Chart
Meridian Wealth Advisors, LLC USMV ($93.97) 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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