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Company Main View
Name:
Meritas Wealth Management LLC
City:
LARKSPUR
State:
CA
Zip:
94939
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 :
$143,660,000
Total Value Change :
$10,318,000
Securities Held Change :
-1
All Securities Held :
49
New Positions
:
3
Closed Positions
:
4
Increased Positions
:
15
Unchanged Positions
:
16
Decreased Positions
:
15
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
PG
Procter & Gamble Co
53
Closed
$167.81
$0
0
0%
-241,000
-1,647
0
Cleaning Products
MRK
Merck & Co Inc
52
Closed
$131.20
$0
0
0%
-351,000
-3,222
0
Drug Manufacturers - ...
VV
Vanguard Large Cap VIPERS
51
Closed
$243.17
$0
0
0%
-424,000
-1,945
0
Closed - End Fund - E...
VTI
Vanguard Total Stock Market...
50
Closed
$262.22
$0
0
0%
-676,000
-2,851
0
Closed - End Fund - E...
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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