Meridian Wealth Advisors, LLC
Position in EXG — Eaton Vance Tax-Managed Global Diversified Equity Income Fund
CIK 1768095
AUSTIN, TX
Position in EXG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$175,952
+$20,627 QoQ
Shares Held
17,936
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#162
of 296 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Meridian Wealth Advisors, LLC holds $5,826,873 across 6 Asset Management names. EXG ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSQ |
Calamos Strategic Total Return Fund
|
85,722 | $1,762,444 | |
| 2 | RJF |
Raymond James Financial Inc
|
9,383 | $1,426,497 | |
| 3 | BLK |
BlackRock, Inc.
|
987 | $949,059 | |
| 4 | BX |
Blackstone Inc.
|
6,840 | $804,862 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
23,469 | $708,059 | |
| 6 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
This page
|
17,936 | $175,952 |
All Filings in EXG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,952 | 17,936 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $155,325 | 17,936 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $170,930 | 17,936 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $163,217 | 17,936 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $156,940 | 17,936 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $145,999 | 17,936 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $146,537 | 17,936 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $156,401 | 17,936 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $151,559 | 17,936 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $146,357 | 17,936 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $138,465 | 17,936 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $132,188 | 17,936 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $142,053 | 17,936 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $140,080 | 17,936 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $135,416 | 17,936 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $148,820 | 20,527 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $134,925 | 17,500 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $169,925 | 17,500 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $186,725 | 17,500 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $174,825 | 17,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $178,500 | 17,500 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $162,750 | 17,500 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $153,475 | 17,500 | Shares | Sole | 2021-05-07 | |
| 2020-09-30 | $128,800 | 17,500 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $129,150 | 17,500 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||