Brandywine Oak Private Wealth LLC Blackrock Short Maturity Munic Transaction History
Brandywine Oak Private Wealth LLC
- $1.02 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding MEAR
# of Institutions
182Shares Held
12.8MCall Options Held
0Put Options Held
0-
Rockwood Wealth Management, LLC New Hope, PA1.79MShares$89.6 Million9.16% of portfolio
-
Resonant Capital Advisors, LLC1.23MShares$61.7 Million4.38% of portfolio
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Bank Of America Corp Charlotte, NC919KShares$46 Million0.0% of portfolio
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Integrated Wealth Concepts LLC677KShares$33.9 Million0.41% of portfolio
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Foster Group, Inc.520KShares$26 Million1.02% of portfolio