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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GLOBAL TECH ETF | 251 | $1,205,285 | 16,111 | 0.00 | 0.00 | -276 | -1.68 | 03-31-2024 |
| HUMANA INC | COM | 252 | $1,199,014 | 3,458 | 0.00 | 0.00 | -8 | -0.23 | 03-31-2024 |
| ACTIVISION BLIZZARD INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -167 | -1.29 | 12-31-2023 |
| BANK AMERICA CORP | COM | 254 | $1,190,083 | 31,384 | 0.00 | 0.00 | -1,716 | -5.18 | 03-31-2024 |
