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 $1.84 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
36,715
Previous 32,116
14.32%
Holding current value
$1.84 Million
Previous $1.61 Billion
14.7%
% of portfolio
0.11%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding MEAR
# of Institutions
162Shares Held
13MCall 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$52.7 Million3.89% of portfolio
-
Integrated Wealth Concepts LLC695KShares$34.8 Million0.45% of portfolio