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 | CORE S&P US VLU | 401 | $574,174 | 6,349 | 0.00 | 0.00 | -460 | -6.76 | 03-31-2024 |
| IQVIA HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 13 | 0.53 | 03-31-2024 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 GRTH | Liquidated | $0 | 0 | 0.00 | 0.00 | 63 | 1.11 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | Liquidated | $0 | 0 | 0.00 | 3,009 | +Inf | 03-31-2024 |
