Strategic Financial Concepts, LLC Blackrock Short Maturity Munic Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding MEAR
# of Institutions
165Shares Held
13.2MCall Options Held
0Put Options Held
0-
Rockwood Wealth Management, LLC New Hope, PA1.62MShares$81 Million8.72% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$69.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$57.7 Million0.0% of portfolio
-
Resonant Capital Advisors, LLC1.05MShares$52.8 Million3.89% of portfolio
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Integrated Wealth Concepts LLC695KShares$34.8 Million0.45% of portfolio