Meridian Wealth Management, LLC Jpmorgan Diversified Return Us Transaction History
Meridian Wealth Management, LLC
- $2.07 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding JPUS
# of Institutions
92Shares Held
3.14MCall Options Held
0Put Options Held
0-
Planning Alternatives LTD526KShares$57.7 Million9.3% of portfolio
-
St Germain D J CO Inc Springfield, MA436KShares$47.8 Million2.44% of portfolio
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Modera Wealth Management, LLC308KShares$33.7 Million0.43% of portfolio
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Bank Of America Corp Charlotte, NC263KShares$28.8 Million0.0% of portfolio
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Captrust Financial Advisors Raleigh, NC205KShares$22.4 Million0.07% of portfolio