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 | S&P MC 400VL ETF | 601 | $276,976 | 2,342 | 0.00 | 0.00 | 11 | 0.47 | 03-31-2024 |
| EDISON INTL | COM | Liquidated | $0 | 0 | 0.00 | 3,870 | +Inf | 03-31-2024 | |
| NEOGEN CORP | COM | 603 | $274,540 | 17,398 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | Liquidated | $0 | 0 | 0.00 | 5,180 | +Inf | 03-31-2024 |
