Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERIDIAN WEALTH PARTNERS LLC | 05-10-2024 | 03-31-2024 | 107 | 554,071,270 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUCOR CORP | COM | 101 | $280,951 | 1,420 | 0.00 | 0.00 | 14 | 1.00 | 03-31-2024 |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 103 | $256,183 | 4,496 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PFIZER INC | COM | 104 | $251,769 | 9,073 | 0.00 | 0.00 | 190 | 2.14 | 03-31-2024 |
