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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

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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)1 Year Chart         AVIV Avantis International Large... 25 - $0.00 $879,000 16,249 0.49% 42,000 0 0.181    N/A
   (AGS)1 Year Chart         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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