Number of Shares
32,653
Previous 4,057 704.86%
Holding current value
$1.73 Billion
Previous $217 Million 697.69%
% of portfolio
0.91%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
N/A
28,596 Added 704.86%
32,653 $1.73 Billion
Q1 2024

Apr 23, 2024

BUY
N/A
4,057 New
4,057 $217 Million
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.