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Company Main View
Name:
Meridian Wealth Advisors LLC
City:
Austin
State:
TX
Zip:
78746
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$532,425,000
Total Value Change :
$75,741,000
Securities Held Change :
-1
All Securities Held :
176
New Positions
:
3
Closed Positions
:
4
Increased Positions
:
65
Unchanged Positions
:
66
Decreased Positions
:
42
Download
Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
CLY
iShares Trust
180
Closed
$51.19
$0
0
0%
-571,000
-10,841
0
Closed - End Fund - Debt
STZ
Constellation Brands Inc
179
Closed
$253.50
$0
0
0%
-259,000
-1,073
0
Beverage - Wineries &...
BMY
Bristol-Myers Squibb Co
178
Closed
$41.20
$0
0
0%
-208,000
-4,050
0
Drug Manufacturers - ...
VGT
Vanguard I T VIPERS
177
Closed
$579.41
$0
0
0%
-201,000
-415
0
Closed - End Fund - E...
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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