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 |
|---|---|---|---|---|---|---|---|---|---|
| REALTY INCOME CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,872 | -45.15 | 03-31-2024 |
| CONOCOPHILLIPS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 247 | 9.24 | 03-31-2024 |
| FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,663 | -13.49 | 03-31-2024 |
| GENERAL MTRS CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 162 | 1.75 | 03-31-2024 |
