Meritas Wealth Management, LLC Purchases and Sells in Q1 2024

Meritas Wealth Management, LLC

  • $144 Billion
  • Q1 2024

Top Buys

Incresed Positions

15 operations
Stock Shares change Price Range Shares Held Trade History
18.4K
+ 23.68%
$84.87 - $93.71 $1.56M - $1.72M
95.9K $8.99B
7.7K
+ 3.42%
$50.79 - $56.98 $391K - $439K
233K $13.3B
20.4K
+ 61.52%
$56.46 - $64.26 $1.15M - $1.31M
53.7K $3.45B
24.6K
+ 10.06%
$33.15 - $36.75 $817K - $906K
270K $9.91B
31.2K
+ 25.11%
$24.73 - $27.24 $772K - $850K
156K $4.23B
36.8K
+ 197.82%
$24.77 - $26.98 $911K - $992K
55.4K $1.49B
View all

New Holdings

3 operations
Stock Shares change Price Range Shares Held Trade History
MANAGER DIRECTED PORTFOLIOS
113K
New
N/A
113K $1.11B
3.3K
New
$57.78 - $73.07 $191K - $241K
3.3K $226M
1.35K
New
$132.56 - $154.84 $179K - $209K
1.35K $206M

Top Sells

Reduced Positions

15 operations
Stock Shares change Price Range Shares Held Trade History
-820
- 0.18%
$22.09 - $30.0 $18.1K - $24.6K
456K $10.6B
-11.9K
- 13.52%
$32.59 - $36.54 $387K - $434K
76.1K $2.78B
-5.74K
- 11.32%
$27.74 - $30.27 $159K - $174K
44.9K $1.36B
DIMENSIONAL ETF TRUST
-921
- 1.41%
N/A
64.5K $1.65B
-6
- 1.43%
$472.6 - $545.42 $2.84K - $3.27K
413 $204M
-1.04K
- 1.17%
$47.38 - $47.91 $49.5K - $50K
88.5K $4.24B
View all
Activity Summary
Buys All Purchases 18 New Holdings 3 Increased Positions 15 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Meritas Wealth Management, LLC Portfolio

Follow Meritas Wealth Management, LLC 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 Meritas Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meritas Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email