Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MERIDIAN WEALTH MANAGEMENT LLC | 04-25-2024 | 03-31-2024 | 199 | 600,691,704 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WASTE MGMT INC DEL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 716 | 8.80 | 03-31-2024 |
| UNITED PARCEL SERVICE INC | CL B | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,923 | 64.76 | 03-31-2024 |
| UNITED STS OIL FD LP | UNITS | Liquidated | $0 | 0 | 0.00 | 23,187 | +Inf | 03-31-2024 | |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 204 | $1,540,290 | 39,681 | 0.00 | 0.00 | -3,006 | -7.04 | 03-31-2024 |
