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  Name: Meredith Wealth Planning
  City: MARYVILLE
  State: IL
  Zip: 62062
   
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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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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)1 Year Chart         BA Boeing Co 44 Closed $190.24 $0 0 0% -410,000 -1,572 0    Aerospace/Defense - M...
   (QMOM)1 Year Chart         QMOM Alpha Architect Us Quantita... 43 Closed $0.00 $0 0 0% -399,000 -8,003 0    N/A
   (HBT)1 Year Chart         HBT Hbt Financial, Inc. 42 Closed $0.00 $0 0 0% -203,000 -9,594 0    N/A
   (IVAL)1 Year Chart         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
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