Meridian Wealth Management, LLC
Position in PMO — Franklin Municipal Opportunities Trust
CIK 1697300
LEXINGTON, KY
Position in PMO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$104,112
-$4,043 QoQ
Shares Held
10,108
0.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Meridian Wealth Management, LLC holds $29,229,757 across 25 Asset Management names. PMO ranks #21 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
409,280 | $5,844,518 | |
| 2 | MAIN |
Main Street Capital CORP
|
101,197 | $5,359,393 | |
| 3 | ARCC |
Ares Capital Corp
|
225,977 | $4,072,105 | |
| 4 | ARES |
Ares Management Corp
|
32,304 | $3,524,366 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
63,592 | $2,359,899 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
96,023 | $1,312,634 | |
| 7 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
45,066 | $1,106,370 | |
| 8 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
74,893 | $1,079,957 |
All Filings in PMO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $104,112 | 10,108 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $108,155 | 10,108 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $104,415 | 10,108 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $99,968 | 10,108 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||