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 |
|---|---|---|---|---|---|---|---|---|---|
| BUNGE LIMITED | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMPLIFY ETF TR | BLACKSWAN GRWT | 652 | $245,521 | 8,853 | 0.00 | 0.00 | -937 | -9.57 | 03-31-2024 |
| COLUMBIA SELIGM PREM TECH GR | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 90 | 1.17 | 03-31-2024 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | Liquidated | $0 | 0 | 0.00 | 0.00 | -750 | -9.60 | 03-31-2024 |
