Evernest Financial Advisors, LLC Blackrock Short Maturity Munic Transaction History
Evernest Financial Advisors, LLC
- $362 Million
- Q3 2024
A detailed history of Evernest Financial Advisors, LLC transactions in Blackrock Short Maturity Munic stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 14,527 shares of MEAR stock, worth $727,366. This represents 0.2% of its overall portfolio holdings.
Number of Shares
14,527
Previous 14,245
1.98%
Holding current value
$727,366
Previous $714,000
2.24%
% of portfolio
0.2%
Previous 0.33%
Shares
5 transactions
Others Institutions Holding MEAR
# of Institutions
156Shares Held
12.6MCall Options Held
0Put Options Held
0-
Rockwood Wealth Management, LLC New Hope, PA1.62MShares$80.9 Million8.72% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$69.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.15MShares$57.6 Million0.0% of portfolio
-
Resonant Capital Advisors, LLC1.12MShares$56.1 Million4.21% of portfolio
-
Integrated Wealth Concepts LLC695KShares$34.8 Million0.45% of portfolio