Modern Wealth Management, LLC Blackrock Short Maturity Munic Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in Blackrock Short Maturity Munic stock. As of the latest transaction made, Modern Wealth Management, LLC holds 36,715 shares of MEAR stock, worth $1.83 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
36,715
Previous 32,116
14.32%
Holding current value
$1.83 Million
Previous $1.61 Billion
14.7%
% of portfolio
0.11%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding MEAR
# of Institutions
157Shares Held
11.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.39MShares$69.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$57.5 Million0.0% of portfolio
-
Resonant Capital Advisors, LLC1.12MShares$56 Million4.21% of portfolio
-
Rockwood Wealth Management, LLC New Hope, PA952KShares$47.6 Million5.27% of portfolio
-
Integrated Wealth Concepts LLC695KShares$34.7 Million0.45% of portfolio