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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 :
2
View All Holdings
Currently Viewing:
Unchanged 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
AVIV
Avantis International Large...
25
-
$0.00
$879,000
16,249
0.49%
42,000
0
0.181
N/A
AGS
Playags Inc
32
-
$11.56
$385,000
42,890
0.21%
23,000
0
0.12
N/A
2
Records Found
1
Page 1 of 1
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Download: Holdings - Current Quarter Only
Summary:
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