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 | MSCI USA MMENTM | Liquidated | $0 | 0 | 0.00 | 0.00 | -308 | -18.05 | 03-31-2024 |
| ISHARES TR | IBOXX INV CP ETF | 702 | $218,439 | 2,006 | 0.00 | 0.00 | 80 | 4.15 | 03-31-2024 |
| UBS AG LONDON BRANCH | NT LKD 24 | Liquidated | $0 | 0 | 0.00 | 314 | +Inf | 03-31-2024 | |
| KBR INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
