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Company Main View
Name:
Meredith Wealth Planning
City:
MARYVILLE
State:
IL
Zip:
62062
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$179,244,000
Total Value Change :
$18,371,000
Securities Held Change :
-2
All Securities Held :
41
New Positions
:
2
Closed Positions
:
4
Increased Positions
:
21
Unchanged Positions
:
2
Decreased Positions
:
16
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
BA
Boeing Co
44
Closed
$190.24
$0
0
0%
-410,000
-1,572
0
Aerospace/Defense - M...
QMOM
Alpha Architect Us Quantita...
43
Closed
$0.00
$0
0
0%
-399,000
-8,003
0
N/A
HBT
Hbt Financial, Inc.
42
Closed
$0.00
$0
0
0%
-203,000
-9,594
0
N/A
IVAL
Alpha Architect Internation...
45
Closed
$0.00
$0
0
0%
-309,000
-12,334
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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