Clarus Wealth Advisors Blackrock Short Maturity Munic Transaction History
Clarus Wealth Advisors
- $222 Million
- Q3 2025
Shares
	  4 transactions
	
  Others Institutions Holding MEAR
# of Institutions
205Shares Held
18.4MCall Options Held
0Put Options Held
0- 
    
      Morgan Stanley New York, NY3.1MShares$156 Million0.01% of portfolio
- 
    
      Rockwood Wealth Management, LLC New Hope, PA2.03MShares$102 Million8.18% of portfolio
- 
    
      Resonant Capital Advisors, LLC1.37MShares$69.2 Million4.11% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC1.15MShares$57.9 Million0.0% of portfolio
- 
    
      Integrated Wealth Concepts LLC658KShares$33.2 Million0.36% of portfolio