Forum Financial Management, LP Blackrock Short Maturity Munic Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
A detailed history of Forum Financial Management, LP transactions in Blackrock Short Maturity Munic stock. As of the latest transaction made, Forum Financial Management, LP holds 10,500 shares of MEAR stock, worth $529,200. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,500
Previous 10,500
-0.0%
Holding current value
$529,200
Previous $527,000
0.57%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding MEAR
# of Institutions
207Shares Held
18.2MCall 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, LLC1.23MShares$62.1 Million4.03% 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