Meritas Wealth Management, LLC
Q4 2023 13F Holdings
Location
Larkspur, CA
Holdings as of
12/31/2023
Value ($000)
$133,346
Num holdings
50
Date filed
1/10/2024
Form type
13F-HR
Prev filing
10/24/2023
Next filing
4/17/2024
SEC
View on sec.gov
Compare Q4 2023 to
2024 Q3
2024 Q2
2024 Q1
2023 Q3
2023 Q2
2023 Q1
2022 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type