Meredith Wealth Planning Options Holdings

Meredith Wealth Planning

  • $224 Billion
  • Q4 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $224 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
Track This Portfolio

Track Meredith Wealth Planning Portfolio

Follow Meredith Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meredith Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Meredith Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email