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Meriwether Wealth & Planning’s Chaince Digital Holdings CD Stock Holding History

Meriwether Wealth & Planning’s Portfolio CD Stock Details CD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.2K Buy
+700
New +$2.47K ﹤0.01% 540

Other funds holding CD

GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Meriwether Wealth & Planning's CD Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Chaince Digital Holdings (CD) in Q3 2026: 700 shares worth $4.2K. The stake represents ﹤0.01% of the portfolio and ranks #540 among its holdings.

4 funds tracked by Wall St. Rank hold CD as of Q3 2026.

  • Meriwether Wealth & Planning held 700 shares of Chaince Digital Holdings worth $4.2K as of Q3 2026.
  • Chaince Digital Holdings was a new Meriwether Wealth & Planning position in Q3 2026.
  • Chaince Digital Holdings made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #540 holding.
  • 4 funds tracked by Wall St. Rank held Chaince Digital Holdings as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.