Meritas Wealth Management, LLC MANAGER DIRECTED PORTFOLIOS Transaction History
Meritas Wealth Management, LLC
- $162 Billion
- Q3 2024
Number of Shares
154,993
Previous 133,515
16.09%
Holding current value
$1.72 Billion
Previous $1.29 Billion
33.37%
% of portfolio
1.07%
Previous 0.91%