Summit Wealth Partners, LLC Blackrock Short Maturity Munic Call Options Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding MEAR

# of Institutions

151

Shares Held

12.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.4M
Shares

$120 Million
0.01% of portfolio
Jpmorgan Chase & CO New York, NY

1.39M
Shares

$69.8 Million
0.01% of portfolio
Resonant Capital Advisors, LLC

1.12M
Shares

$56.2 Million
4.21% of portfolio
Rockwood Wealth Management, LLC New Hope, PA

952K
Shares

$47.7 Million
5.27% of portfolio
Integrated Wealth Concepts LLC

703K
Shares

$35.3 Million
0.5% of portfolio

About BLACKROCK SHORT MATURITY MUNIC

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