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 |
|---|---|---|---|---|---|---|---|---|---|
| ELEVANCE HEALTH INC | COM | 301 | $879,444 | 1,696 | 0.00 | 0.00 | 461 | 37.33 | 03-31-2024 |
| NIO INC | SPON ADS | Liquidated | $0 | 0 | 0.00 | 0.00 | 7,030 | 7.82 | 03-31-2024 |
| REGENERON PHARMACEUTICALS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 91 | 10.08 | 03-31-2024 |
| ISHARES TR | ESG AWR MSCI USA | Liquidated | $0 | 0 | 0.00 | 0.00 | -219 | -2.57 | 03-31-2024 |
