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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | Liquidated | $0 | 0 | 0.00 | 0.00 | 14,335 | 100.13 | 03-31-2024 |
| ISHARES TR | SHORT TREAS BD | 52 | $6,643,122 | 60,097 | 0.00 | 0.00 | 14,228 | 31.02 | 03-31-2024 |
| ELI LILLY & CO | COM | 53 | $6,610,511 | 8,497 | 0.00 | 0.00 | 1,580 | 22.84 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | Liquidated | $0 | 0 | 0.00 | 0.00 | 48,817 | 127.88 | 03-31-2024 |
