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 |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -84 | -6.51 | 03-31-2024 |
| AMERICAN ELEC PWR CO INC | COM | 452 | $464,154 | 5,391 | 0.00 | 0.00 | -941 | -14.86 | 03-31-2024 |
| CME GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 163 | 7.99 | 03-31-2024 |
| CARDINAL HEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 15 | 0.33 | 03-31-2024 |
