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Name: |
Meritas Wealth Management LLC |
City: |
LARKSPUR |
State: |
CA |
Zip: |
94939 |
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Holdings
Found :
3 |
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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 |
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VGSR |
Vert Global Sustainable Rea... |
21 |
New |
$0.00 |
$1,112,000 |
113,427 |
0.77% |
1,112,000 |
113,427 |
0.126 |
N/A |
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FTNT |
Fortinet Inc |
45 |
New |
$61.57 |
$226,000 |
3,303 |
0.16% |
226,000 |
3,303 |
0 |
Computer Peripherals |
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GOOG |
Alphabet Inc |
47 |
New |
$178.00 |
$206,000 |
1,350 |
0.14% |
206,000 |
1,350 |
0 |
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